Operations Head — Investment Services
Company: Fintegic Investments
Location: Haldwani, Uttarakhand (Work from office)
Job Type: Full-time, Permanent
Salary: ₹15,000 – ₹18,000 per month
Schedule: Monday–Saturday.
About Us
Fintegic Investments is a Haldwani-based investment services firm working with India's leading asset management companies across mutual funds, PMS and AIF. We are a young, fast-growing team building a professional, systems-driven financial services operation right here in Kumaon — serious careers in finance without moving to a metro.
About the Role
You will run the operations desk of the firm and report directly to the Director. This is a build-and-own role: client paperwork, AMC coordination, reports, and record-keeping will be your territory, and as the firm grows you will hire and supervise junior staff under you. We are looking for someone who wants responsibility early in their career and intends to grow into a senior operations leader as our assets under management grow.
What You Will Do
Client & Documentation Work
- Prepare and track client account-opening documentation and KYC end-to-end, error-free
- Follow up with clients, AMCs and registrars until every pending item is closed
- Maintain neat, complete physical and digital records for every client
AMC & Reporting Work
- Manage logins and downloads across AMC/distributor portals; file daily and monthly AUM and commission reports
- Do basic reconciliations in Excel (reports received vs. records, receivables tracking)
- Coordinate empanelment and agreement paperwork with fund houses until signed and closed
Office Systems
- Keep the CRM/leads register updated daily — every enquiry logged, every follow-up dated
- Prepare a simple weekly status sheet for the Director: pending items, completed items, follow-ups due
- Coordinate with our external vendors (IT, website, compliance) and chase deadlines
Who We Are Looking For
Must-have
- 1–3 years of office/back-office/operations experience — banking, insurance, broking, CA firm, or any documentation-heavy role. (Exceptional freshers with strong Excel skills will be considered.)
- Good working knowledge of Excel — sorting, filters, basic formulas; VLOOKUP/pivot tables a plus
- Careful with paperwork — you notice the missing signature and the wrong date
- Fluent Hindi and functional English (reading/writing emails)
- Based in Haldwani or nearby (Kathgodam, Rudrapur, Nainital)
Good to have
- Exposure to mutual funds, demat, or investment paperwork
- Any commerce/finance education background (B.Com, BBA, M.Com)
You will do well here if you like order and checklists, you follow up without being reminded, and you want to learn the investment industry from the inside.
What You Get
- Direct training and mentorship from the Director — you will learn PMS, AIF and mutual fund operations that few people in this region ever get exposure to
- Company-sponsored NISM certification once you're settled in the role
- A clear growth path: as the firm grows, you hire your own team and your compensation grows with your responsibility
- Professional office environment in Haldwani
How to Apply
Apply with your CV on Indeed. Shortlisted candidates will complete a short practical test (an Excel exercise and a document-checking task) before the interview.
Pay: ₹15,000.00 - ₹18,000.00 per month
Work Location: In person
