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Wealth Operations Executive

Wealth Operations Executive

Equirus

3 - 5 years

0 Lacs

ahmedabad gujarat india

Posted:3 months ago| Platform:

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Skills Required

monitoring processing controls audits coordination support transactions portal data reconciliation service updating

Work Mode

On-site

Job Type

Full Time

Job Description

We are looking for a Wealth Operations Executive in our Wealth Distribution team at Ahmedabad.

Qualifications

Experience:

Roles and Responsibilities

Handling Mutual Funds division and end to end operations of MF trade processing.
MF corporate action process like dividend Pay-out /dividend reinvestment issue to clients by coordinating with RTA/AMC.
Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.
Coordination with RTA/ Other Vendors.
Smooth Branch coordination - to ensure minimal complaints and quick resolution.
Handling various day to day transaction activities.
Processing of Applications for new Accounts.
Support to RM’s regarding transactions, Portal, and Funds reconciliation.
Administrative support for all data entry on daily basis with MS Excel.
Reconciliation of brokerage with co-ordination with AMC / RTA.
Processing all service requests and follow up for updating of demographic changes.
Processing of Non-MF Transactions.

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