Operations Manager

Researchinfo Investment Advisors; New Delhi; On-site; INR 167,000 - 223,000; Full time

Job summary

Researchinfo Investment Advisors in Delhi seeks an Operations Associate to manage investor relations, prepare portfolio updates, and coordinate with the research and accounts teams.

You will handle invoices, MIS, digital platform updates, content posting, and investor reporting, with a training period at 15,000 INR per month rising to 20,000 INR after one month, plus a 1-year service commitment.

Qualifications

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

Responsibilities

• Handle and resolve day-to-day investor/client queries via phone, WhatsApp, email and other channels.
• Maintain regular engagement and communication with investors and provide portfolio updates and reports.
• Maintain records of investor communication, requests and follow-ups.
• Coordinate with research/investment team for investor-specific queries.
• Create and maintain Excel sheets, MIS reports and investor databases; update portfolio fact sheets.
• Prepare and issue client/investor invoices and track payments; coordinate with accounts.
• Manage digital platforms and post research reports, market updates and company insights.
• Share periodic portfolio updates and investor reporting; maintain investor-wise documentation.
• Support general operations; maintain databases and internal trackers; ensure confidentiality.

Skills

MS Excel

Communication

Interpersonal skills

English proficiency

Content management

Time management

Education

B.Com / Commerce

Finance/Accounting background

Tools

MS Excel

Job description

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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