Company : Financial Friend Location : [Jaipur] Department : Operations
Job Summary : We are hiring an Operations Executive to manage backend financial operations, client servicing, and process coordination. The role involves handling investment-related transactions, insurance processes, PF-related tasks, and ensuring smooth execution of client requests.
Key Responsibilities :
- Handle end-to-end SIP processing , including link sharing, authentication follow-ups, and tracking
- Manage insurance operations (policy processing, claims coordination, documentation)
- Assist in PF-related work (transfers, withdrawals, grievance handling)
- Coordinate with clients for documentation, KYC, and transaction completion
- Maintain accurate MIS reports for investments, AUM tracking, and client data
- Handle onboarding documentation for new clients and employees
- Ensure timely execution of financial transactions and service requests
- Coordinate with internal teams (Sales, HR, Accounts) for smooth workflow
- Maintain proper record-keeping and compliance with regulatory requirements
Required Skills & Qualifications :
- Graduate in Commerce / Business Administration / Finance
- 1-3 years of experience in financial services / operations role
- Strong understanding of SIPs, Mutual Funds, Insurance, and basic PF processes
- Positive communication skills for client handling
- Proficiency in MS Excel (MIS reporting is important)
- High attention to detail and accuracy