Wealth manager

Requirements

Key Responsibilities:

AIF and investor operations:

• Handling KYC and onboarding of the investors on the platform
• Handling queries related to their investments
• Managing settlements & reconciliations of funds
• Continuous automation of operations by designing and implementing SOPs to optimize and enhance the ongoing customer operations and experience
• Work with product, technology, compliance, and business teams to understand and address new developments and regulations and help in managing the entire project from incubation to release stage
• Work with various financial intermediaries/stakeholders on AIF reporting, compliance and data management
  

Transaction management

• Lead end-to-end transaction cycle of start-up deals, from onboarding to final closure
• Coordinate with startup founders and other stakeholders to execute defined workstreams in the transaction process
• Collaborate with legal and operational teams to ensure smooth execution and mitigate risks
  

New initiative:

• Support IC strategic initiatives including product and business development activities
• Support organizing Demo days, learning sessions & other events
  

The Ideal Candidate:

• Postgraduate or MBA or CA/CS with about 2-3 years of work experience
• Experience with client operations, fund operations, and transaction management is essential
• Understanding of the SEBI regulations concerning KYCS
• Outstanding track record of academic achievement with excellent communication skills
• Has attention to detail, structured approach, and thrives for excellence
• Passionate about early-stage investing, technology and start-ups
• Temperament to work in cross-functional teams and ability to interact and coordinate with other businesses, teams, and individuals for execution
• Knows their way around Excel and PPT