8 Wealth Operations Jobs

About the job We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and empathetic Customer Success Executive to join our team. Who are we? Cambridge Wealth i s a respected brand in the wealth segment, having won several awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. To learn more about us, visit www.cambridgewealth.in What you will do: Client onboarding: Facilitate smooth onboarding of new clients, including...

Step into the role of Vice President - Private Banking India Operations at Barclays, where you will play a pivotal role to manage operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with the relevant rules & regulations, and codes of conduct. You may be assessed on key critical skills relevant for success in role such as: Lead operations for Private Banking across India, including client onboarding, KYC/CDD, additionally, manage Trust Operations involving transaction processing and service delivery. Drive operational efficiency, automation, and scalability acros...

Responsibilities: * Manage HNIs' wealth through SIPs & mutual funds sales. * Collaborate with investment product teams. * Provide exceptional customer service. * Implement wealth management strategies. * Meet revenue targets. Food allowance Health insurance Annual bonus

Job Summary: We are seeking a detail-oriented and experienced Wealth Operations professional to support back-office and middle-office activities within our Wealth Management division. The ideal candidate will have hands-on experience with MoneyWare Integra, Miles Software, and other portfolio management systems, ensuring seamless operational support, regulatory compliance, and excellent client service delivery. Role & responsibilities Oversee daily operational activities for wealth management products (Mutual Funds, PMS, AIFs, Bonds, etc.) Process client transactions including subscriptions, redemptions, transfers, and switches Reconcile portfolios, holdings, and NAVs using MoneyWare Integra...

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As part of our EY - Business Consulting Team, you will be part of teams that help our Global Wealth Clients with scaling their wealth operations across their middle and back office functions. This includes working with the clientele to set up their Global Delivery Centers and a reliable and scalable operating model that will enable their req...

Job Name - PBG - Service Head Location - Pune Level - Senior Manager - Assistant VP Job Purpose - To work jointly with Wealth Service RMs and Heads to fulfill all customer service requirements pertaining to Investments and to maintain highest standards of service quality to ensure customer delight JOB DESCRIPTION Customer Service First Customer Engagement - 75 percent of Service RMs to be meeting 90 percent Contact management criteria quarterly. In case of client transfer from one Wealth RM to another Wealth RM, Service RM Head to connect with the customer to confirm that the handover has been completed by the new RM and same to be captured in CRM Service Delivery in TAT - 75 percent of Serv...

Job Summary: To manage and impact improvement in the Affluent Clients. Service parameters and the delivery of client experience so that Affluent Banking becomes a benchmark in customer service for premium banking customers in the industry. Responsibility Areas: Support in managing all Private Bank sales and service activities for the assigned region Provide complete and comprehensive information to customers on products, services and ensure best services are provided to them Analyze clients cash, capital, and investment needs Monitor the performance of client accounts and suggest ways to improve returns Ensuring appropriate control framework is in place and operations risk are properly manag...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Senior Associate/Process Developer/Management Trainee - Mutual Fund Income , Wealth Operations In this role, you would be responsible for responsible...