Operations Associate

Location : Hyderabad (WFO)

Maxiom Wealth is a Hyderabad based SEBI Regd Investment Advisor and also has an in-house SEBI Regd PMS.

Key responsibilities

1. Create a Service Culture and ensure a superior Service experience for our customers.

2. Ensure smooth client onboarding journey and effective communication with RM and client

3. Execute MF transactions, reconcile client portfolio, liaison with third party service providers like MF, PMS,etc

2. Address client concerns promptly and ensure a high level of satisfaction.

3. Maintain accurate records of client interactions and follow up on unresolved issues.

4. Ensure effective servicing and address clients related to statements , wealth related queries, portfolio statements etc.

Skills and Experience

1. Looking for someone with 0-2 yrs experience in operations within the finance or wealth management domain

2. Should have understanding of KYC procedure and experience in liasoning with third party product providers like MF,PMS,AIF, etc

3. Understanding of BSE Star platform for order placement, client onboarding, order reconciliation, etc would be an added advantage

4. Knowledge of compliance and client onboarding processes in financial industry

5. Good communication skills and ability to collaborate with cross functional teams

6. Client-focused attitude with a proactive approach to relationship building

7. Problem-solving abilities to address client queries effectively

If you are passionate about delivering exceptional client experiences and driving growth in the fintech industry, we encourage you to apply.

Looking for Immediate to 1 month joiners

Interested candidates can reach out to hr@jamawealth.com