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4 Alpha Capital Operations Executive Jobs
Operations Executive
Alpha Capital
posted 3mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Operations - Mumbai
Experience : 1-2 Years
JOB DESCRIPTION
To coordinate with clients and complete formalities for setting up their investment a/c and fulfil their operational requirements.
Coordinating with and assisting Clients for investment related queries.
Coordinating with and assisting Clients for investment related queries.
Developing a strong knowledge of existing and potential clients and ensuring business growth opportunities aligned with the companys investment philosophy.
To take care of the back office and liaison with other partners for operations related work.
To work on MIS and other internal data related to business.
To work on MIS and other internal data related to business.
Follow up with the clients for pendency and fulfilling their requirement.
Updating the clients on their portfolio and assist them in resolving their queries.
Deliver Service with utmost action and ensure Client satisfaction.
REQUIREMENTS
Any Graduate with good communication skills and Fluency in English.
Basic computer knowledge (MS Office, emailing, Google Sheets, Online Meeting Tools)
Knowledge of Mutual Fund/Insurance Industry (not mandatory/ but will be preferred).
Certification related to the role will be an advantage.
Certification related to the role will be an advantage.
(1-2yrs) of Work experience in similar Profile.
Location-Mumbai.
Apply Now
Coordinating with and assisting Clients for investment related queries.
Developing a strong knowledge of existing and potential clients and ensuring business growth opportunities aligned with the companys investment philosophy.
To work on MIS and other internal data related to business.
Certification related to the role will be an advantage.
What We Value:
- Integrity: Upholding ethical standards is non-negotiable.
- Collaboration: We believe in teamwork and shared success.
- Continuous Learning: Stay ahead in a dynamic industry.
- Client Trust: Our reputation rests on the trust our clients place in us.
Requirements:
- Bachelor??s degree in finance, economics, or related field.
- Relevant certifications (e.g., CFP, CFA) preferred.
- Strong analytical skills and attention to detail.
- Excellent communication and interpersonal abilities.
- Passion for wealth management and client satisfaction.
How to Apply:
To embark on a rewarding career with Alpha Capital, India, email your resume to contact@alphacapital.in .
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Employment Type: Full Time, Permanent
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What Operations Executive at Alpha Capital are saying
Operations Executive salary at Alpha Capital
reported by
4
employees
with 1-6
years exp.
₹2.2
L/yr - ₹2.5
L/yr
27%
less
than the average Operations Executive Salary in India
View more details
What Alpha Capital employees are saying about work life
based on 11 employees
Flexible timing
Monday to Saturday
Day Shift
Alpha Capital Benefits
Free Transport 
Work From Home 
Team Outings 
Education Assistance 
Soft Skill Training 
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