Operations Executive

Company Description

FinChikitsak is committed to helping individuals achieve financial independence, an essential component of accomplishing life goals such as purchasing a home, saving for retirement, or planning for children's education. We emphasize the importance of disciplined investing, regular savings, and proper financial planning, much like maintaining physical and mental health. Our free online investing portal simplifies the investment process by providing customized mutual fund portfolios and personalized templates to help users track their portfolio growth with ease and transparency. Join us in empowering people to achieve financial fitness and long-term stability.

This is a full-time on-site role for an Operations Executive located in Kharadi, Pune District. The Operations Executive will oversee day-to-day operational tasks, including implementing and optimizing processes, managing resources, and ensuring seamless execution of company strategies. Responsibilities include coordinating with various teams, monitoring performance metrics, analyzing workflows for efficiency, and ensuring the highest level of organizational excellence and client satisfaction.

Detailed Job Description

• Mutual Fund operations — End-to-end processing of purchases, redemptions, SIPs, switches, and STP/SWP instructions via NSE NMF platforms
• Back-office coordination — Handling client onboarding (KYC/KYC updates), account maintenance, and servicing via MFCentral, CAMS & KFintech portals
• PMS & AIF support — Assisting with documentation, account opening, reporting, and coordination with PMS/AIF providers
• Insurance & Loans — Supporting policy servicing, renewals, and coordination with insurance companies; assisting with loan application follow-ups
• Tax filing support — Collating capital gains statements, interest certificates, and other documents; liaising with clients during tax season
• Client communication — Responding to client queries, sharing transaction confirmations, account statements, and portfolio reports in a timely manner
• Compliance & record-keeping — Maintaining accurate client records, ensuring regulatory documentation is complete and up-to-date
  

Why Join Us

Direct exposure to a seasoned advisor with 15+ years in the industry

Opportunity to grow across multiple financial product verticals

Stable, professional environment with long-term growth potential

Compensation negotiable based on experience and expertise