Operations Associate - Fresher

About the job:As an Operations Associate at VI Investments, you will help ensure smooth day-to-day operations through effective client coordination, documentation, and follow-up. We are looking for someone who is organised, detail-oriented, comfortable with Google Docs and Sheets, communicates well, and takes ownership of getting things done.

Key Responsibilities:

1. Client & prospect coordination: communicate with clients, understand requirements, schedule meetings, share proposals, and follow up.

2. Financial-service operations: coordinate KYC, transactions, nominations, insurance and other client servicing requirements.

3. Documentation & paperwork: prepare, collect, check, and organize forms and supporting documents, including paperwork for claims, transmission, and other financial matters.

4. Field coordination: visit clients and institutions for documentation, signatures, collection, courier, submission, and follow-up.

5. Practice & digital coordination: manage records, appointments, pending work, and office activities, and coordinate digital and social media initiatives. Who can apply:Only those candidates can apply who:Salary:₹ 2,00,000 - 2,40,000 /yearExperience:No experience requiredDeadline:[hidden]:59:59Skills required:Attention to Detail, Google Docs, Problem Solving, English Proficiency (Written), Effective Communication and Google SheetsOther Requirements:1. Comfortable working independently, taking initiative, and managing responsibilities without constant supervision.2. Comfortable with client interaction and occasional local field visits.3. We welcome candidates from different career paths, including professionals returning after a career break or changing careers4. Reliability, ownership, and willingness to learn matter more to us than a conventional career history.About Company:VI Investments is a Vashi, Navi Mumbai-based financial-services practice helping individuals and families manage their money, protect against financial risks, and resolve important financial matters from nominations and taxes to claims, transmission and unclaimed assets. We focus on long-term client relationships and making financial matters simpler to manage. As we grow, we are building a team that values ownership, reliability and the ability to take responsibility across different areas of the practice.

Responsibilities

As an Operations Associate at VI Investments, you will help ensure smooth day-to-day operations through effective client coordination, documentation, and follow-up. We are looking for someone who is organised, detail-oriented, comfortable with Google Docs and Sheets, communicates well, and takes ownership of getting things done.

Key Responsibilities:

1. Client & prospect coordination: communicate with clients, understand requirements, schedule meetings, share proposals, and follow up.

2. Financial-service operations: coordinate KYC, transactions, nominations, insurance and other client servicing requirements.

3. Documentation & paperwork: prepare, collect, check, and organize forms and supporting documents, including paperwork for claims, transmission, and other financial matters.

4. Field coordination: visit clients and institutions for documentation, signatures, collection, courier, submission, and follow-up.

5. Practice & digital coordination: manage records, appointments, pending work, and office activities, and coordinate digital and social media initiatives.