Wealth Management Operations

As a Wealth Management Operations professional at Swatantra Wealth, your role will involve handling day-to-day financial operations to assist clients in achieving their financial objectives. Your responsibilities will include: - Executing mutual fund trades and ensuring seamless onboarding process for clients - Managing KYC requirements for clients and coordinating with various Asset Management Companies (AMCs) - Engaging in significant client interaction to provide tailored financial solutions and enhance their wealth efficiently Qualifications required for this role include: - Strong intent and willingness to learn in the field of Wealth Management Operations - Freshers are also welcome to apply for this position At Swatantra Wealth, we focus on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele, ensuring tailored financial solutions with an emphasis on security and returns. Join us in our mission to enhance our clients" wealth efficiently.,