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Job details:
Position: Back-Office Operations Executive
Location: Jaipur
Experience: Fresher / 1–2 years
Employment Type: Full-time
About Kabra Investments
Kabra Investments is a wealth management and mutual fund advisory firm helping individuals and families build wealth with clarity and discipline.
Role Overview
We are looking for a detail-oriented and computer-savvy Back-Office Operations Executive to support client onboarding, documentation, data management and day-to-day office operations.
Key Responsibilities
- Handle client onboarding, account opening, KYC and related documentation accurately
- Update client and transaction data in internal software and systems
- Prepare Excel sheets, reports, presentations and documents as instructed
- Collect relevant information from the internet and present it in a clear, structured format
- Maintain accurate records and ensure timely completion of operational tasks
- Coordinate with clients, AMCs, platforms and internal team members when required
- Use basic AI tools such as ChatGPT for research, documentation and improving work efficiency
- Take ownership of assigned tasks and follow up until completion
Skills & Qualifications
- Graduate in any discipline; freshers or candidates with 1–2 years of experience can apply
- Good working knowledge of MS Excel and Word
- Comfortable using computers, internet and online platforms
- Good command of spoken English and Hindi
- Good common sense, attention to detail and presence of mind
- Should be organized, responsible and willing to learn
Click on Apply to know more.