Posted:17 hours ago|
Platform:
On-site
Full Time
Swatantra Wealth focuses on assisting clients in defining and achieving their financial objectives by investing in different assets. Our services cater to a diverse clientele and ensure tailored financial solutions. We emphasize security and returns, aiming to enhance our clients' wealth efficiently.
This is a full-time on-site role located in Ahmedabad for a Wealth Management Operations professional. The individual will be responsible for day-to-day financial operations like mutual fund trades, onboarding, managing KYC for the clients, co-ordination with different AMCs etc. The role involves significant client interaction to service them.
Note: Not looking for a great CV, but looking for strong intent. Freshers with strong intent can also apply.
Swatantra Wealth
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