Key Responsibilities: 1. Daily Operations HandlingOversee and manage day-to-day backend operations of Wealth Management Services (PMS, mutual funds, stock market training, etc.) Ensure smooth processing of client onboarding, KYC, documentation, and service delivery. Handle internal MIS reports and maintain accurate records of client transactions and services. 2. Client Coordination & SupportServe as the primary point of contact for client queries related to service usage, reporting, and issue resolution. Coordinate between relationship managers, sales team, and clients for timely updates and support. Ensure delivery of portfolio reports, investment statements, and scheduled communications. 3. Compliance & DocumentationEnsure all documentation and investment records are maintained as per SEBI & company compliance standards. Coordinate with CA/CFO/legal advisors for proper document flow and compliance audits. 4. Training & SchedulingCoordinate and schedule training sessions, webinars, and financial literacy programs for clients and corporates. Support trainers and mentors in organizing sessions, both digital and physical. 5. Data Management & ReportingPrepare and update daily/weekly/monthly reports on user engagement, investments, feedback, and training participation. Analyze trends and support the team with insights for better decision-making. 6. CRM & Communication ToolsUpdate CRM systems with client status, communication logs, and support tickets. Work closely with the digital marketing and content teams to ensure timely communication with clients. 7. Operational ImprovementSuggest process improvements and automation ideas to enhance operational efficiency. Collaborate with the tech team for workflow updates, form handling, and internal tool integration.