KAPSiNVESMENT
Company:
https://www.linkedin.com/company/kapsinvesment
Seniority: Mid-Senior level
Industries: Financial Services
Job details:
About KAPSiNVESMENT
KAPSiNVESMENT is a Wealth Management firm focused on helping individuals and families build, manage and preserve wealth through structured investment and financial solutions.
About the Role
We are looking for a Finance Operations Executive to join our team at Lower Parel, Mumbai. The role will support day-to-day operations, client documentation and financial services processes.
Key Responsibilities
- KYC and client documentation
- Banking-related operational work
- Mutual fund operational activities
- Data entry and maintaining records
- Client coordination and follow-ups
- Maintaining operational records and documentation
- Basic Excel and office administration
- Supporting day-to-day finance and wealth-management operations
What We're Looking For
- Graduate, preferably from a Finance, Commerce or related background
- Basic understanding of financial services and Mutual Funds
- Comfortable working with Excel, email and computer applications
- Good communication and coordination skills
- Organised, responsible and detail-oriented
- Willingness to learn and take ownership of day-to-day responsibilities
Role Details
Location: Lower Parel, Mumbai
Employment Type: Full-time
Work Arrangement: On-site
Joining: Immediate / Short notice preferred
How to Apply
Interested candidates can apply through LinkedIn or share their CV at:
customercare@kapsinvesment.com
Please mention “Finance Operations Executive – Lower Parel” in the subject line.
KAPSiNVESMENT
Building, Managing & Preserving Wealth Across Generations.
Click on Apply to know more.
