Operation Executive (Wealth)

Job Description & Responsibilities

Operations Executive - Wealth

We are seeking a meticulous and detail-oriented individual to join our dynamic team as an Operations Executive - Wealth. In this role, you will be responsible for providing high-quality operational support for all aspects of our financial service business.

Key Responsibilities

Process and execute investor transactions including mutual fund purchases, redemptions, switches, SIP registrations, and other investment-related requests.

Support back-office operations in Mutual Funds, equity, NPS, Bond, FD and any other form of investments.

Ensure accurate and timely entry of all investment orders and requests into internal systems.

Monitor transaction status and resolve discrepancies or operational issues promptly.

Maintain and verify contract notes, client ledgers, statements, bills, and transaction records.

Provide clients with accurate information on portfolio holdings, balances, and transaction history.

Assist clients with account opening, documentation, and operational queries.

Maintain professional communication and ensure prompt resolution of client requests.

Meet clients when required to collect documents, investment forms, and KYC-related information.

Support onboarding processes by coordinating documentation and verification with clients.

Maintain accurate client records, investment data, and operational entries in company systems.

Prepare and maintain regular MIS reports related to operations, client transactions, and business performance.

Ensure data integrity and accuracy across all systems and reports.

Note

Responsibilities may evolve or change in the future based on company needs.

Qualifications

Bachelor's degree in finance, accounting, or related field preferred.

2-5 years of experience in the mutual fund

Strong knowledge of mutual fund products, operations, and regulations.

Excellent communication and interpersonal skills.

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

Strong analytical and problem-solving skills.

Attention to detail and accuracy.

Ability to work independently and as part of a team.

If you are seeking an opportunity to learn and grow within a dynamic and expanding company, this is for you.

Pay

₹15,000.00 - ₹25,000.00 per month

Work Location

In person