Wealth Operations Executive

Job Description: Equirus is a leading mid-market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The company prides itself on being a trusted investment bank that services customers with the best results in advisory in their investments, assists corporates in their growth and capital needs, and aids families in managing their wealth. Led by seasoned bankers, Equirus works with the largest and most reputed investors. For more details, please visit www.equirus.com. About the Role: As an Operations Executive at Equirus Wealth Private Limited, you will be responsible for handling the Mutual Funds division and end-to-end operations of MF trade processing. This role involves coordination with RTA/Other Vendors, ensuring smooth branch coordination for minimal complaints and quick resolution, handling various day-to-day transaction activities, processing applications for new accounts, providing support to RMs regarding transactions, portal, and funds reconciliation, administrative support for all data entry on a daily basis with MS Excel, reconciliation of brokerage with coordination with AMC/RTA, processing all service requests, and following up for updating demographic changes. Additionally, the role involves processing of Non-MF transactions. Location: Ahmedabad Role Requirement: - Graduate - 5+ years of experience in Operations - Strong command over English - Strong internal communication and coordination skills - Preferable experience on KYC and Mutual Fund transaction processing - Preferable hands-on experience of BSE star platform About the Job: - Salary: Negotiable - Company: Equirus Wealth Private Limited - Role: Wealth Operations Executive - Category: Wealth MIS & Operations - Location: Ahmedabad, India, Asia - Employment Type: Full time,