Operations Associate
Finwise Personal Finance Services LLP · Mumbai · onsite · Posted 23d ago
About a minute. You'll make an account on the way through.
About this role
JOB DESCRIPTION
Principally part of the Operations function (60%), covering
· Onboarding of new customers on execution & reporting platforms, including physical KYC & submissions
· Transactions execution & auditing on a periodic basis, including highlighting and acting on exceptions
· Creating & maintaining online & offline repository of customer & process documentation
· Compliance on both regulatory and organizational standards, including at all points in time being ready and forward-looking
In addition, will also be part of key projects/tasks on Research/MIS/Technology/Other areas (40%)
· Reporting and MIS execution through planned campaigns
· Support research work on products/tech
· Driving automation and efficiency in existing processes
· Managing GST filing and brokerages reconciliation
KEY PERFORMANCE INDICATORS
· Timeliness and accuracy in customer actions
· Maintaining reliable documentation online and offline
· Ensuring compliance – both organizational and regulatory
· Customer experience through appropriate communication
· Successful execution of projects – Research/Tech/Automation
PROFILE WE ARE SEEKING
We are looking for someone who is ready and comfortable dirtying his or her hands, in order to build a long-term career and grow with us. Strength is sought in the below skills/competencies.
Functional Skills
- Spreadsheets
- MS Office365
- Technological savviness
Behavioral Skills
- English Communication (written & oral)
- Inter-personal engagement & management
- Ability to take initiative & multi-task
- Managing uncertainty and thriving
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