Investment Operations Associate Wealth Management Womoneysta

2.0 - 6.0 years

0 Lacs

haryana

On-site

As a Wealth Advisory Services Operations Manager at our financial empowerment platform for women, your primary responsibility will be to oversee and streamline the daily operations of our wealth advisory services. You will play a key role in managing client onboarding, transaction processing, and reporting to ensure a seamless experience for our clients. Working closely with financial advisors and clients, you will be responsible for coordinating efforts to deliver exceptional service and support. This includes handling backend operations related to mutual funds, bonds, insurance, and portfolios to meet the financial needs of our clients effectively. In addition, maintaining accurate client records and ensuring compliance with SEBI standards will be crucial aspects of your role. Your attention to detail and commitment to upholding regulatory requirements will contribute to the overall success and reputation of our financial empowerment platform. If you are passionate about personal finance education and empowering women to take control of their finances, this role offers a unique opportunity to make a meaningful impact in the lives of our clients. Join us in our mission to provide financial education, build a strong financial community, and offer expert financial consultation to help more women achieve financial independence and security.,

Posted 1 week ago

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PS Analyst Role - Commerce Graduates ONLY -Noida , GGN, Call Vikas Imaginators Try Going Beyond

1.0 - 5.0 years

5 - 6 Lacs

noida, gurugram, delhi / ncr

Hybrid

ONLY BCOM,MCOM, BBA AND MBA FINANCE CANDIDATES TO APPLY 8PM TO 4:30 AM (FIXED SHIFT)/ SAT AND SUN OFFS/IMMEDIATE JOINERS CALL VIKAS 8527840989 EMAIL :- VIKASIMAGINATORS@GMAIL.COM EXCELLENT COMMUNICATION( ORAL AND WRITTEN MANDATE FOR THIS ROLE) Required Candidate profile MIN 1-5 YRS EXP IN CUSTOMER BASED INTERACTIONS(ORAL AND WRITTEN) EXPERIENCE OF INTERACTING WITH FINANCIAL ADVISORS EXPOSURE TO FINANCIAL PRODUCTS LIKE MUTUAL FUNDS,INSURANCE, RETIREMENT SERVICES ETC.

Posted 3 weeks ago

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Independent Financial Distribution Skywings Advisors

1.0 - 5.0 years

5 - 9 Lacs

Kolhapur, Gandhidham, Gandhinagar

Work from Office

Need to identify candidates from advisor recruitment background. should have an exp . of empanelling & dealing with Individual Financial Advisors , Mutual Fund Distributors ( MFD s), Partners . Interested one can call or drop Your CV - 7302599924

Posted 3 months ago

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Individual Financial Advisors Skywings Advisors

1.0 - 5.0 years

5 - 9 Lacs

Kolhapur, Gandhidham, Gandhinagar

Work from Office

Posted 3 months ago

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