Junior Associate

Shah Capital Services; Chennai District; On-site; INR 180,000 - 300,000; Full time

Job summary

Shah Capital Services is seeking a junior, detail-oriented associate to support day-to-day operations, customer query handling, and client onboarding within our CRM. The role is ideal for freshers or those with 0–2 years of experience in financial services back-office tasks.

Responsibilities include risk checks, data accuracy in CRM, and assistance with social media and communications materials. Bachelor's degree required; NISM V-A preferred.

Qualifications

• Freshers or 0–2 years in back-office admin, customer sales/support, or data entry in financial services.
• Bachelor’s degree in any discipline preferred.
• NISM Series V-A: Mutual Fund Distributors Certification preferred.

Responsibilities

• Operational & Administrative Support: Support day-to-day operational activities, manage general administrative duties, and assist Senior Associates with daily tasks.
• Risk & Compliance Management: Assist in verifying client onboarding documentation, adhering to compliance guidelines, and identifying basic operational risks or discrepancies in data.
• Resource & CRM Administration: Maintain accurate data entry in the CRM system, assist in organizing team files and operational resources, and track task completion to ensure resources are utilised effectively.
• Customer & Onboarding Assistance: Support client onboarding processes and assist with routine customer query resolutions.
• Task Monitoring & Accuracy: Monitor assigned tasks to ensure timely completion while maintaining high standards of accuracy and attention to detail.
• Digital & Social Media Support: Assist in managing social media channels and maintaining team communication materials.

Skills

Communication skills

Attention to detail

Education

Bachelor's degree in any discipline

Tools

CRM system

Microsoft Office

Job description

Founded in 2005, Shah Capital Services is a trusted financial services firm specializing in wealth management, stocks and securities, investments and insurance solutions. Built on a vision to eliminate market noise and emotional decision-making. Rather than pushing generic products, we focus on structured planning, deep client understanding, and consistent, process-driven execution.

Job Description

We are seeking an enthusiastic, detail-oriented Junior Associate to join our team. In this role, you will assist in day-to-day operational and administrative tasks, customer query support, client onboarding support, basic risk tracking, and resource management within our CRM system. This is an ideal starting role for freshers or candidates with early career experience looking to build a career in the financial services industry.

• Operational & Administrative Support: Support day-to-day operational activities, manage general administrative duties, and assist Senior Associates with daily tasks.
• Risk & Compliance Management: Assist in verifying client onboarding documentation, adhering to compliance guidelines, and identifying basic operational risks or discrepancies in data.
• Resource & CRM Administration: Maintain accurate data entry in the CRM system, assist in organizing team files and operational resources, and track task completion to ensure resources are utilised effectively.
• Customer & Onboarding Assistance: Support client onboarding processes and assist with routine customer query resolutions.
• Task Monitoring & Accuracy: Monitor assigned tasks to ensure timely completion while maintaining high standards of accuracy and attention to detail.
• Digital & Social Media Support: Assist in managing social media channels and maintaining team communication materials.
  

Requirements

Education & Experience:

• Minimum Education: Bachelor’s degree in anydiscipline preferred.
• Experience: Freshers or 0–2 years of experience in back-office administration, customer sales and support, or data entry in a financial services firm, bank, or stockbroking office.
  

Preferred Certifications :

• NISM Series V-A: Mutual Fund Distributors Certification

Above such relevant certificates as required from the compliance can be appeared within 3–6 months of joining (if not already certified).

Technical & Soft Skills:

• Communication Skills:Good oral and written communication skills in English, Hindi and Tamil. Other regional language is an added advantage.
• Computer Literacy: Proficient in Microsoft Office (Word, Excel, Outlook) and comfortable learning web-based portals.
• Attention to Detail: High accuracy in numerical data entry to prevent transaction rejections.