Operations Executive (Wealth Management Services)
Thukrals Moneytecture Private LimitedFixed
₹20,000 - ₹40,000
Average Incentives*
₹5,000
Earning Potential
₹45,000
Fixed
₹20,000 - ₹40,000
Average Incentives
₹5,000
Earning Potential
₹45,000
You can earn more incentive if you perform well
Work from Office
Full Time
Min. 6 months
Basic EnglishJob highlights
15 applicants
Job Description
We are looking for a proactive and detail-oriented Operations Executive to manage investment operations and ensure smooth coordination between clients, Relationship Managers, product teams, and service providers.
- Key Responsibilities: Process new client onboarding and documentation.
- Coordinate with AMC, CAMS/KFin Technologies, Insurance, PMS, AIF and other product/service teams.
- Handle client/RM queries and transaction-related requirements.
- Reconcile Mutual Fund, PMS, AIF and other Third-Party Product AUM.
- Execute/track transactions on BSE, CAMS/KFin Technologies and other platforms.
- Update and maintain transaction and portfolio data in back-office systems.
- Prepare portfolio MIS, monthly/quarterly reports and capital gain statements.
- Ensure timely and accurate reporting to clients and RMs.
- Identify and escalate discrepancies and exceptions.
- Participate in client engagement and collaboration calls.
- Skills & ExperienceGraduate/Postgraduate in Finance, Economics, Management or related field; candidates from good B-Schools preferred.
- Strong analytical, communication and organizational skills.
- Proficiency in MS Excel and data management.
- Strong attention to detail and ability to multitask under tight deadlines.
- Go-getter with a Can-Do attitude.
- High level of integrity, confidentiality and customer-centricity.
- Ability to work effectively in a fast-paced environment.
Job role
Job requirements
About company
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The candidate should have completed Post Graduate degree and people who have 0.5 to 31 years are eligible to apply for this job. You can apply for more jobs in Delhi-NCR to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
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