Key Responsibilities:

• Transaction Settlements: Manage investor disbursements and payouts while ensuring smooth transaction settlements.
• Documentation: Handle pre- and post-investment documentation, including KYC checks and compliance.
• Reconciliation & MIS Reporting: Work closely with finance teams to reconcile bank accounts and prepare reports & generate regular operational reports and MIS for leadership review
• Investor Dashboard Management: Oversee the management of the investor dashboard, ensuring it is updated with accurate data and provides a seamless user experience for investors.
• Customer Support: Assist with investor queries, ensuring timely and accurate support.
• Process Optimization: Identify areas for process improvements in investor management and operational workflows to enhance efficiency.

Qualifications:

• Bachelors with specialization in Finance from a reputed college/university
• Minimum of 2 years of experience in finance/fintech operations, with exposure to investor management and KYC compliance.
• Strong analytical and problem-solving skills, with a focus on attention to detail.
• Excellent communication and interpersonal skills to handle investor relations effectively.
• Proficiency in MS Office [especially MS Excel]
• Ability to work independently in a fast-paced environment and manage multiple priorities.