Wealth Management Associate – Operations & Analytics

Welfin is looking for a young and detail-oriented Wealth Management Associate – Operations & Analytics to support our Wealth Management team in client onboarding, mutual fund transaction execution, portfolio operations and basic portfolio analysis.

The role will be primarily operations and execution oriented, with exposure to portfolio analytics and wealth management.

Key Responsibilities

Investment Operations & Execution – Primary Responsibility

• Handle end-to-end client onboarding including KYC, CAN, FATCA and NACH mandates.
• Process mutual fund transactions including purchases, redemptions, switches, SIP/STP/SWP and related service requests.
• Coordinate with AMCs, CAMS, KFintech and other service providers.
• Track pending transactions and ensure timely resolution.
• Maintain accurate client and transaction records.
• Perform transaction and portfolio reconciliation.

Portfolio Analytics – Secondary Responsibility

• Assist in preparation of client portfolio reports.
• Track basic portfolio performance including XIRR, CAGR and absolute returns.
• Review asset allocation and identify basic concentration/duplication issues.
• Assist the Wealth Manager in preparing portfolio review reports.
• Monitor deviations from recommended asset allocation and flag them to the senior team.

MIS & Reporting

• Maintain daily/weekly operational MIS.
• Update CRM and portfolio management systems.
• Prepare transaction and client-level reports.
• Support digitisation and automation of operational processes.

Who We Are Looking For----

• Graduate in B.Com/BBA/Finance/Economics or related discipline.
• 0–2 years of experience in mutual fund, wealth management, banking, broking or financial-services operations.
• Freshers with strong financial knowledge may also apply.
• Good knowledge of MS Excel/Google Sheets.
• Basic understanding of Mutual Funds and investment products.
• Good numerical and analytical ability.
• Strong attention to detail.
• Good communication and follow-up skills.
• Ability to coordinate with multiple stakeholders.

Preferred----

• NISM Series V-A certification or willingness to obtain it.
• Exposure to CAMS/KFintech/BSE Star MF.
• Basic understanding of XIRR and CAGR.
• Internship or prior experience in wealth management/MF operations.

What the candidate will learn---

The candidate will get practical exposure to

Client Onboarding → KYC → MF Transaction Execution → RTA Coordination → Reconciliation → Portfolio Reporting → Portfolio Analytics

This makes the role particularly suitable for someone who wants to build a career in Wealth Management / Investment Operations / Portfolio Management.

Contact Number

7439366153

Pay

₹17,000.55 - ₹22,000.52 per month

Benefits

Paid sick time

Paid time off

Work Location

In person