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

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.