Operations Associate

Full Time

Operations Associate

The Operations Associate plays a critical role in the back-office functioning of our firm.With responsibility for the day-to-day operational duties of the firm, the Operations Associate helps monitor smooth functioning of our systems, processes KYC requests, onboards new clients and more

Key Responsibilities:  

  • Manage daily Mutual Fund operations such as:
  • Handling transaction requests
  • KYCs for first time investors
  • Reconciliation with RTAs (CAMS & Karvy)
  • Interact with AMCs & RTA to ensure the smooth running of day-to-day operations
  • Onboarding new clients (KYC, account opening and answering any queries they have)
  • Provide live chat support to the users
  • Interacting with users over the phone to solve queries
  • Gather feedback from users and provide the same to engineering and product teams  


  • Bachelor's degree
  • Internship in AMC or broking firm is an extra advantage for this position
  • Basic knowledge of mutual fund and KYC process
  • Strong MS Office skills (Excel and PowerPoint)
  • Well-developed analytical and problem-solving skills
  • Excellent interpersonal, verbal, and written communication skills
  • Strong command over English is a must
  • Detailed oriented and well organized

About Tarrakki:

Tarrakki is an embedded infrastructure platform for investment products. tarrakki provides plug and play solutions to instantly launch investment products on their existing platform. We are helping the most ambitious startups, banks, neobanks and consumer facing companies to re-imagine investment products for their end customers by offering ready API products to integrate with. Elevo (www.elevo.money), a brand of tarrakki, is India's first digital investment platform for corporates, NRIs, Minors.

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