We are looking for a proactive and detail-oriented graduate freshers from Udupi to be work as Admin & Operations Associate to support investment operations, client servicing, and office management.

This is an excellent opportunity for graduates freshers in Udupi interested in capital markets and investment operations.

Location: applicants from Udupi in Karnataka can apply
Job Type: Full-Time
Salary: ₹2,10,000 – ₹2,40,000 per year
Experience: 0 years (Udupi Freshers can apply)

Key Responsibilities:

1. Investment & Capital Market Operations

• Handle portfolio reconciliation, trade management, and daily reports.
• Coordinate with stock exchanges, AMCs, mutual fund houses, and investment platforms.
• Execute client transactions smoothly.

2. Client Servicing & Onboarding

• Manage client onboarding and KYC processing.
• Maintain client portfolio summaries and performance reports.
• Address client queries, transaction discrepancies, and reporting errors.

3. Operations & Office Management

• Oversee documentation, vendor coordination, and new tie-ups in Udupi Karnataka.
• Track emails, follow-ups, and maintain accurate records.
• Ensure smooth integration of investment reporting software & CRM tools.
• Provide administrative support to the Founder.

Who Can Apply?

• Recent Graduate Freshers from Udupi with a keen interest in capital markets.
• Skills Required:
  • Basic MS Excel proficiency.
  • Strong written and spoken English communication skills.
  • Attention to detail and self-motivated attitude.
  • Ability to multitask and manage responsibilities effectively.

Why Join Us?

• Opportunity to start a career in investment operations and Udupi client servicing.
• Hands-on experience in capital markets and financial services.
• Growth-oriented work environment with learning opportunities.

Apply Now!: If you’re detail-oriented and eager to build a career in capital markets, apply today! Recent Graduate Freshers from Udupi are welcome.