Operation Executive

Job Description – Operation Manager

Position

Operation Manager

Experience

2+ Years preferred

Location

Bhopal

Key Responsibilities

Manage and supervise day-to-day operational activities.

Monitor client transactions, documentation, and service requests.

Ensure timely completion of mutual fund and insurance-related operational work.

Coordinate with internal teams, AMCs, insurance companies, and other service providers.

Review and verify forms, KYC, transaction documents, and operational records.

Maintain MIS reports and monitor operational performance through Excel.

Handle operational queries and resolve issues efficiently.

Ensure proper documentation, record keeping, and compliance with company processes.

Guide and support the operations team to ensure smooth workflow.

Required Skills

Strong knowledge of Finance, Mutual Funds & Insurance.

Good command of MS Excel and MIS reporting.

Strong documentation and operational management skills.

Good communication and team-management abilities.

Attention to detail and problem-solving skills.

Ability to handle responsibilities independently.

Contact

Richa Gupta

Operation Manager

Swastik Investment and Insurance

Pay

₹10,000.00 - ₹15,000.00 per month

Benefits

Cell phone reimbursement

Work Location

On the road