Operations Executive (Gurgaon)

Role Overview:

We are looking for a smart, detail-oriented and tech-savvy Operations Executive to support day-to-day activities in a wealth management setup. The candidate should be comfortable handling multiple responsibilities including CRM management, vendor coordination, and content support.

Key Responsibilities:

Assist in blog/content posting and basic digital updates

Coordinate with internal teams and external vendors for smooth operations

Handle MIS reports and data tracking using Excel

Support backend operations related to investments / client servicing

Ensure proper documentation and process compliance

Manage ad-hoc operational tasks as required

Key Skills Required:

Tech-savvy with good understanding of tools and systems

Advanced Excel skills (VLOOKUP, Pivot Tables, basic formulas)

Strong coordination communication skills

Ability to multitask and handle end-to-end operations

Basic understanding of financial services / wealth management (preferred)

What We re Looking For:

Someone who can handle all-in-all operations role independently

Proactive, responsible, and quick learner

Organized and detail-focused approach

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.