Operations Manager

1. Investor & Client Management

• Handle and resolve day-to-day investor/client queries through phone, WhatsApp, email and other communication channels.
• Maintain regular engagement and communication with investors.
• Provide timely portfolio updates, reports and relevant information to investors.
• Maintain records of investor communication, requests and follow-ups.
• Coordinate with the research/investment team for investor-specific queries.

2. Excel, MIS & Fact Sheet Management

• Create and maintain Excel sheets, MIS reports and investor databases.
• Prepare and update portfolio fact sheets and investor reports.
• Maintain accurate client-wise and portfolio-wise data.
• Use Excel for data management, reporting and tracking.
• Ensure accuracy and timely updating of operational information.

3. Invoice & Payment Management

• Prepare and issue client/investor invoices.
• Maintain invoice records and payment trackers.
• Follow up on pending invoices/payments where required.
• Coordinate with the accounts team for invoice-related activities.
• Maintain proper documentation of invoices and receipts.

4. Digital Platform & Content Management

• Manage the company's digital platforms and online presence.
• Coordinate and manage regular posting of research reports, market updates, company insights, articles and other content.
• Schedule and publish content across relevant digital platforms.
• Maintain a content calendar and ensure timely posting.
• Coordinate with the research/content team for required content.
• Ensure digital platforms remain updated and consistent with company branding.
• Track basic engagement and performance of digital content.

5. Investor Reporting & Communication

• Share periodic portfolio updates, research reports, fact sheets and other relevant information with investors.
• Ensure timely communication with investors.
• Maintain investor-wise documentation and communication records.
• Coordinate with internal teams for smooth investor servicing.

6. General Operations

• Support management in day-to-day operational activities.
• Maintain databases, documentation and internal trackers.
• Coordinate between research, accounts, management and client-facing teams.
• Ensure timely completion of assigned tasks.
• Maintain confidentiality of investor and company information.

Candidate Profile

Educational Qualification

• B.Com / Commerce Graduate preferred.
• Candidates from Finance, Accounting, Business Administration or related backgrounds may also apply.

Skills Required

• Good working knowledge of MS Excel.
• Good communication and interpersonal skills.
• Strong client-handling and follow-up skills.
• Good written and verbal English.
• Basic understanding of invoices and financial documentation.
• Ability to manage digital platforms and online content.
• Good organisational and time-management skills.
• Attention to detail and accuracy.

Training & Compensation

First Month Training Period

• The first 1-2 month will be considered a training/probation period.
• During the training period, the candidate will receive a salary of 15,000 per month.
• The candidate will be evaluated on communication, Excel skills, investor handling, operational efficiency, digital platform management and overall performance.

After Training

• Upon successful completion of the first-month training period, the salary will be revised to 20,000 per month.
• The candidate will be required to enter into a 1-year service commitment/bond with the company, subject to the terms and conditions specified in the employment agreement.

Key Performance Areas

• Timely resolution of investor/client queries.
• Accurate and timely Excel/MIS reporting.
• Proper preparation and tracking of invoices.
• Regular investor portfolio updates.
• Timely management and posting of digital content.
• Proper maintenance of investor records.
• Effective client engagement and follow-up.
• Timely completion of assigned operational responsibilities.

Preferred Candidate: Commerce graduate with good Excel skills, communication ability, client-handling skills and an interest in financial services and digital platforms.

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