Investment Operations Associate - Wealth Management Womoneysta

2.0 - 6.0 years

0 Lacs

haryana

On-site

As a Wealth Advisory Operations Manager at this financial empowerment platform specifically designed for women, 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. Key Responsibilities: - Oversee and streamline daily operations for wealth advisory services. - Manage client onboarding,...

Posted 3 weeks ago

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Investment Operations Associate - Wealth Management (Females Only) Womoneysta

2.0 - 6.0 years

0 Lacs

haryana

On-site

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 backe...

Posted 3 weeks ago

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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 ...

Posted 2 months ago

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