Rain Capital is looking for a Operations / Back Office Executive to support the day-to-day operational activities of our wealth management and mutual fund distribution business.

The ideal candidate should be organized, responsible, detail-oriented and comfortable working on computers and online financial platforms. Both freshers and candidates with relevant experience in mutual funds, banking, financial services or back-office operations are welcome.

Key Responsibilities

- Handle day-to-day mutual fund and investment-related operational work
- Process and coordinate SIP registrations, modifications, cancellations and related requests
- Assist with purchase, redemption, switch, STP, SWP and other mutual fund transactions
- Handle client documentation, forms, KYC-related requirements and account-opening processes
- Coordinate with CAMS, KFintech, BSE MF and other financial platforms
- Maintain and update client records, transaction details and portfolio data
- Assist in resolving operational issues and following up with AMCs, RTA platforms and other service providers
- Prepare and maintain Excel reports, transaction records and MIS
- Coordinate with clients whenever documents, signatures, confirmations or additional information are required
- Assist the wealth management team with portfolio-related operational activities
- Ensure timely completion and proper filing of all documents
- Maintain confidentiality of client and financial information




- Support other day-to-day office and administrative activities related to the business

Skills & Qualifications

- Graduate in any discipline; B.Com / BBA / MBA / Finance background preferred
- Good working knowledge of MS Excel, Word and email
- Positive communication and interpersonal skills
- Strong attention to detail and accuracy
- Good organizational and follow-up skills
- Ability to handle multiple tasks and meet deadlines
- Willingness to learn financial products and operational processes
- Candidates with experience in mutual funds, banking, wealth management, stock broking, insurance or financial services will have an added advantage

For Freshers

Freshers with a good academic background and willingness to learn are encouraged to apply. Training will be provided for mutual fund and investment-related operational processes.

Candidate Profile

We are looking for someone who is:

- Responsible and sincere towards work
- Well organized and disciplined
- Comfortable working with numbers and data
- Good at maintaining records and documentation
- Polite and professional while communicating with clients
- Quick to learn new software and online platforms
- Looking for a stable, long-term opportunity in the financial services industry

Working Hours

Monday to Saturday: 9:00 AM – 4:00 PM

Pay: From ₹12,000.00 per month

Work Location: In person

📌 Operations / Back Office Executive – Wealth Management (Udaipur)
🏢 RAIN CAPITAL
📍 Udaipur