Investment Operations Executive
Internshala
About the job
About WomoneystaWomoneysta is a financial wellness and wealth management platform dedicated to helping women take charge of their finances. Through financial planning, investment solutions, and ongoing guidance, we work with women and their families to build long-term wealth with confidence. Location: Mumbai (Hybrid) Type: Full-Time Open Positions: 1 Your RoleYou'll be the backbone of our investment operations team, ensuring a smooth experience for both clients and advisors.Key responsibilities include: Processing transactions across Mutual Funds, Bonds, Insurance and PMS products Managing client onboarding, KYC and documentation requirements Working on platforms such as Redvision, BSE Star MF, NJ,Prudent and other transaction portals Maintaining accurate records, reconciliations and reports Preparing MIS, capital gains reports and handling non-financial transactions Supporting day-to-day operational and compliance activities Qualification and Experience Requirement: Graduate in any discipline 02 years of experience in investment operations, financial services or back-office functions Experience with mutual fund transaction platforms is a MUST Comfortable working with Excel and financial data Detail-oriented, organized and proactive Strong communication and follow-up skills NISM Mutual Fund certification preferred. Compensation and Work Timings:Salary range: 25K per month onwards basis experienceWorking days: Mon to SatTimings:10 am to 7pm Send your resume to rachanapatel@womoneysta.com
Who can apply
Only those candidates can apply who
- have minimum 2 years of experience
Salary
Probation:
Duration:
Salary during probation: After probation:
Annual CTC: Competitive salary
Number of openings
1 Editor’s note
Information above is Internshala's interpretation and paraphrasing of what we found on the shared link.
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