About the Company

Pranidhi Wealth Private Limited is a financial products distribution company offering Mutual Funds, Life & Health Insurance, P2P Lending, Bonds, Fixed Deposits and other financial products.

We are looking for a responsible, organized and self-motivated Operations Executive to handle our day-to-day office administration, customer service and financial product operations.

We value stability, commitment, integrity, attention to detail and a willingness to learn.

Key Roles & Responsibilities

1. Mutual Fund Operations

- Process and coordinate mutual fund transactions, including purchases, redemptions, SIP registrations, switches and related service requests.
- Handle KYC, FATCA, nominee updates, bank changes and other investor documentation.
- Coordinate with AMCs, CAMS, KFintech and other service providers.
- Track pending transactions, SIP registrations and service requests until completion.
- Maintain accurate investor records and transaction details.
- Assist customers with account statements, portfolio reports and general service queries.

2. Insurance Operations

- Coordinate Life and Health Insurance policy applications and renewals.
- Assist with proposal forms, KYC documentation and policy issuance.
- Track premium payments, renewal dates and policy servicing requests.
- Coordinate with insurance companies for endorsements, corrections and claim-related documentation.
- Maintain policy records and ensure timely customer follow-ups.

3. P2P Lending Operations

- Assist with customer onboarding and documentation.
- Coordinate lending transactions and account-related service requests.
- Track investments, repayments, customer reports and transaction records.
- Maintain accurate data and coordinate with lending platform representatives.




- Follow prescribed procedures and applicable compliance requirements.

4. Office Administration & Customer Coordination

- Manage daily office operations, documentation, filing and record maintenance.
- Attend customer calls, WhatsApp messages and emails professionally.
- Maintain customer databases and update CRM records.
- Schedule appointments and follow up on pending customer requests.
- Coordinate with financial institutions and other service providers.
- Prepare daily and weekly operational reports.
- Assist in banking, courier, document collection and other local office-related activities when required.

Educational Qualifications & Experience
- Any recognized bachelor's degree (Minimum), Post Graduation is Welcomed.
- Prior experience in office administration, back-office operations, customer service or documentation handling.
- Experience in banking, insurance, mutual funds or other financial services will be an added advantage.
- Basic working knowledge of Microsoft Excel, Word, email and internet applications.
- Ability to maintain files, reports and accurate digital records.
- Previous financial industry experience is not mandatory for candidates with strong administrative skills and a willingness to learn.

Skills & Personal Qualities `o occasional local official work.What We Expect From Our Team Member We are looking for someone who:
- Takes complete ownership of assigned responsibilities.
- Follows up on pending work without repeated reminders.




- Completes daily tasks accurately and within timelines.
- Maintains a professional and courteous relationship with customers.
- Is comfortable learning financial products, processes and digital platforms.
- Values stable, long-term employment and career development.
- Can be trusted with key financial documents and confidential customer information.

Location Preference Preference will be given to candidates residing in the following areas only:

- Cheran Maanagar (641035, 641051)
- Kalapatti (641048)
- Nehru Nagar (641048,641014)
- Vilankurichi (641035)

Pincodes only.

What We Offer

- Professional and supportive office environment.
- Training in Mutual Fund, Insurance and P2P Lending operations.
- Opportunities to gain practical knowledge of multiple financial products.
- Scope to develop long-term expertise in financial services operations.
- Salary based on experience, skills and suitability.

How to Apply Interested candidates may share their updated resume with the following details:
- Current residential area
- Educational qualification
- Previous work experience
- Knowledge of Excel and office administration
- Two-wheeler and valid licence availability
- Current employment status and notice period
- Expected monthly salary

Pranidhi Wealth Private Limited

Coimbatore

Contact: 96886 24444 / 99441 10800

Preference will be given to nearby candidates with relevant administrative experience, a willingness to learn and a long-term commitment.

Pay: ₹18,000.00 - ₹25,000.00 per month

Education

- Bachelor's (Preferred)

Experience:
- Customer service: 3 years (Required)

Language:
- Tamil, English (Required)

Location:
- Coimbatore, Tamil Nadu (Required)

Work Location: In person

📌 nancial Services Operations & Administration Executive (Coimbatore)
🏢 Pranidhi Wealth Private
📍 Coimbatore