Investment Operations Associate - Wealth Management (Females Only)

You will be responsible for overseeing and streamlining daily operations for wealth advisory services. This includes managing client onboarding, transaction processing, and reporting. You will need to coordinate with financial advisors and clients to ensure exceptional service. Additionally, you will handle backend support for mutual funds, bonds, insurance, and portfolios. It is crucial to maintain accurate client records and ensure adherence to SEBI standards. - Oversee and streamline daily operations for wealth advisory services. - Manage client onboarding, transaction processing, and reporting. - Coordinate with financial advisors and clients to ensure exceptional service. - Handle backend support for mutual funds, bonds, insurance, and portfolios. - Maintain accurate client records and ensure adherence to SEBI standards. This company is a financial empowerment platform specifically designed for women. They focus on personal finance education, financial community, and financial consultation to help more women take control of their finances.,