via Internshala·1w ago
Wealth Management Operations Executive
Internshala
Full-timeRemote
Location:Work from homeType:Full-timePosted:1w ago
About the job
Key Responsibilities
- Manage day-to-day wealth management and client servicing operations efficiently and accurately.
- Coordinate with clients, AMCs, and internal teams to ensure smooth execution of operational and service activities.
- Maintain and update client records, documentation, reports, and investment-related information.
- Support onboarding of new clients and ensure completion of required documentation and compliance processes.
- Handle client requests, service queries, and follow-ups while maintaining high service standards.
- Work on wealth management platforms such as BSE Star MF, WealthMagic, and other related systems.
- Ensure operational accuracy, regulatory compliance, and adherence to internal processes and guidelines.
- Assist in preparing reports and maintaining data in MS Excel and other reporting tools.
- Coordinate with stakeholders to resolve operational issues and ensure timely service delivery.
- Maintain a strong client-first approach and contribute to overall client satisfaction and retention.
Skill(s) required
Financial Modeling
Who can apply
Only those candidates can apply who
- have minimum 1 years of experience
Salary
Probation:
Duration:
Salary during probation: After probation:
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