Walk-in | Operations Associate

Shah Capital Services; Chennai; On-site; INR 350,000 - 550,000; Full time

Job summary

Shah Capital Services is seeking an Operations Associate to manage end-to-end back-office operations, client onboarding, trade processing, and regulatory compliance. You will build strong client relationships and implement risk controls to safeguard assets and ensure smooth execution of transactions.

The role emphasizes day-to-day branch operations, cross-selling opportunities, and collaboration with internal teams to resolve client inquiries while upholding regulatory standards.

Qualifications

• 0-5 years of experience in banking or finance industry.
• Bachelor's degree in any specialization (e.g., B.C.A., B.B.A./B.M.S.).
• Strong understanding of key account management principles and practices.
• Proficiency in sales support/presales activities including tele/inside sales techniques.

Responsibilities

• Manage day-to-day operations of the branch office while ensuring efficient sales and customer satisfaction.
• Develop and maintain client relationships to identify financial goals and provide tailored solutions.
• Collaborate with internal teams to resolve client queries promptly.
• Ensure regulatory compliance with company policies.
• Identify growth opportunities through cross-selling of products (insurance, mutual funds, trading accounts, deposits, equity bonds, etc.).

Skills

Client onboarding

Trade processing

Regulatory compliance

Key account management

Sales support

Education

Bachelor's degree

Job description

We are seeking a detail-oriented Operations Associate to manage end-to-end back-office operations, client onboarding, trade processing, and regulatory compliance. In addition to ensuring seamless execution of transactions, you will cultivate strong client and stakeholder relationships and implement robust risk management frameworks to safeguard business operations and protect client assets.

Roles and Responsibilities

• Manage day-to-day operations of the branch office, ensuring efficient sales performance and customer satisfaction.
  
• Develop and maintain strong relationships with clients to identify their financial goals and provide tailored solutions.
  
• Collaborate with internal teams to resolve client queries and issues in a timely manner.
  
• Ensure compliance with regulatory requirements and company policies.
  
• Identify opportunities for business growth through cross-selling of products such as insurance, mutual funds, trading accounts, deposits, equity bonds etc.
  

Desired Candidate Profile

• 0-5 years of experience in banking or finance industry (preferably).
  
• Bachelor's degree in any specialization (e.g., B.C.A., B.B.A./B.M.S.).
  
• Strong understanding of key account management principles and practices.
  
• Proficiency in sales support/presales activities including tele/inside sales techniques.