Job Description
Your Key responsibility will be onboarding , Transaction execution and Reconciliation.
Requirements
1)Folks from Wealth Management Industry
2)Good knowledge to manage different asset class of clients which includes equities , mutual fund ,Bonds through investwell system.
3)Coordinating with custody team to get the work done on time.
4)Knowledge of Day to Day MF transaction processing and settlement
5)Knowledge of BSE star MF application for client registration and fund settlement process.
6)Handling mutual fund holdings for pledge or trade
7)Timely SEBI reporting monthly as per the compliance requirement
8)Regulatory knowledge for advisory operations is required.
Requirements
1)Folks from Wealth Management Industry
2)Good knowledge to manage different asset class of clients which includes equities , mutual fund ,Bonds through investwell system.
3)Coordinating with custody team to get the work done on time.
4)Knowledge of Day to Day MF transaction processing and settlement
5)Knowledge of BSE star MF application for client registration and fund settlement process.
6)Handling mutual fund holdings for pledge or trade
7)Timely SEBI reporting monthly as per the compliance requirement
8)Regulatory knowledge for advisory operations is required.
💡 Quick Summary
Seeking a career-building opportunity? The Wealth operations Manager|Backend position is now open for candidates interested in the Operations Executive Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
