Associate - Operations

Company Description

Atreyi Financial Services, founded in 2017, is a boutique wealth management firm dedicated to empowering sustainable financial decisions. We specialize in offering tailored investment and wealth management solutions for high-net-worth individuals (HNIs), family offices, and corporates. Located in Mumbai, Atreyi Wealth provides holistic financial offerings across equity and debt markets, acting as a one-stop shop for all investment needs. Our commitment to exclusive and unmatched investment opportunities sets us apart, collaborating with premier fund managers and fund houses in the country to deliver transformative results for our clients.

Role Description

This is a full-time on-site role for an Associate - Operations located in Mumbai. The Associate - Operations will handle day-to-day operational tasks, manage projects, and contribute to the firm's ongoing success. Key responsibilities include coordinating with different teams, ensuring efficient operational workflows, and supporting sales and client management activities. The role also involves the analysis and interpretation of data to inform strategic decisions and improve operational performance.

Qualifications

• Strong Analytical Skills for data analysis and interpretation
• Excellent Communication and Sales skills to manage client interactions and support sales activities
• Experience in Operations Management and Project Management
• Ability to work effectively in a collaborative team environment
• Bachelor’s degree in Business Administration, Finance, or related field