Position: Operations Manager Location: Chandigarh Experience required: 2-5 years Employment Type: Full-Time Job Summary We are seeking a dynamic and detail-oriented Service Manager preferably having a working background in mutual funds and related operations to manage and streamline the operational processes of our wealth management company. The ideal candidate will ensure smooth execution of day-to-day operations, maintain compliance with regulatory standards, and support the delivery of exceptional client services. Key Responsibilities · Primary responsibilities will include managing all the operations, admin and client support work. · Prepare and process documentation related to investments, handle account opening, Know Your Customer (KYC) compliance, fund transfers, and other client documentation related to mutual fund investments. · Process transactions related to mutual funds, including purchases, redemptions, and switches. · Verify and reconcile mutual fund investments and statements. · Monitor and update Systematic Investment Plans (SIPs), Systematic Withdrawal Plans (SWPs), and other structured investment transactions. · Maintain and update client records, investment portfolios, and transaction data in the system. · Maintaining and analysing financial/non-financial data of our company client. · Act as a liaison between relationship managers, financial advisors, and clients to ensure seamless communication and service delivery. · Analyze operational metrics to identify areas for improvement. · Recommend and implement improvements in operational workflows to enhance efficiency and accuracy. Qualifications Education: Bachelor’s degree in commerce, Finance, or a related field. Experience: Minimum 3-5 years of experience in back-office operations, with a focus on mutual funds. Hands-on experience with mutual fund platforms (e.g., CAMS, Karvy/KFintech, MF Utilities) is highly desirable. Must have basic knowledge in Mutual Funds & other financial products Skills · Strong understanding of financial instruments, investment processes, and regulatory frameworks. · Strong understanding of mutual fund products, operational processes. · Proficiency in MS Office (Excel, Word) and financial software. · Effective communication skills for coordination with internal teams and external stakeholders. What We Offer A supportive work environment that encourages professional growth. Opportunities to expand your expertise in wealth management operations. Competitive compensation and benefits. How To Apply: If you meet the above requirements and are passionate about working in the wealth management industry, please send your updated resume to aishwarya.marathe@wealthvault.in with the subject line "Application for Operations Manager – [Your Name]." Job Type: Full-time Pay: ₹20,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Work Location: In person
Position: Operations Manager-Mutual Funds Location: Chandigarh Experience required: 2-5 years Employment Type: Full-Time Job Summary We are seeking a dynamic and detail-oriented Service Manager preferably having a working background in mutual funds and related operations to manage and streamline the operational processes of our wealth management company. The ideal candidate will ensure smooth execution of day-to-day operations, maintain compliance with regulatory standards, and support the delivery of exceptional client services. Key Responsibilities · Primary responsibilities will include managing all the operations, admin and client support work. · Prepare and process documentation related to investments, handle account opening, Know Your Customer (KYC) compliance, fund transfers, and other client documentation related to mutual fund investments. · Process transactions related to mutual funds, including purchases, redemptions, and switches. · Verify and reconcile mutual fund investments and statements. · Monitor and update Systematic Investment Plans (SIPs), Systematic Withdrawal Plans (SWPs), and other structured investment transactions. · Maintain and update client records, investment portfolios, and transaction data in the system. · Maintaining and analysing financial/non-financial data of our company client. · Act as a liaison between relationship managers, financial advisors, and clients to ensure seamless communication and service delivery. · Analyze operational metrics to identify areas for improvement. · Recommend and implement improvements in operational workflows to enhance efficiency and accuracy. Qualifications Education: Bachelor’s degree in commerce, Finance, or a related field. Experience: Minimum 3-5 years of experience in back-office operations, with a focus on mutual funds. Hands-on experience with mutual fund platforms (e.g., CAMS, Karvy/KFintech, MF Utilities) is highly desirable. Must have basic knowledge in Mutual Funds & other financial products Skills · Strong understanding of financial instruments, investment processes, and regulatory frameworks. · Strong understanding of mutual fund products, operational processes. · Proficiency in MS Office (Excel, Word) and financial software. · Effective communication skills for coordination with internal teams and external stakeholders. What We Offer A supportive work environment that encourages professional growth. Opportunities to expand your expertise in wealth management operations. Competitive compensation and benefits. How To Apply: If you meet the above requirements and are passionate about working in the wealth management industry, please send your updated resume to aishwarya.marathe@wealthvault.in with the subject line "Application for Operations Manager – [Your Name]." Job Type: Full-time Pay: ₹20,000.00 - ₹45,000.00 per month Benefits: Flexible schedule Health insurance Internet reimbursement Leave encashment Paid time off Schedule: Day shift Work Location: In person
Position: Senior Accountant Department: Finance Reports To: Directors Location: Chandigarh Employment Type: Full-time Job Overview The Accounts Head is a senior leadership role within the finance department, responsible for overseeing the company’s accounting operations and ensuring the integrity and accuracy of financial reporting. The position requires a strategic and detail-oriented leader who will manage accounting functions, ensure compliance with accounting standards, and provide insights to senior management for informed decision-making. The Accounts Head will play a key role in financial planning, budgeting, forecasting, and maintaining the company’s financial health. Key Responsibilities 1. Accounting & Financial Management: · Oversee the preparation and review of monthly, quarterly, and annual financial statements (Income Statement, Balance Sheet, and Cash Flow). · Must have complete experience in Tally. Experience in Zoho books · Prepare financial reports for senior management, highlighting key financial performance indicators. 2. Compliance & Regulatory: · Ensure compliance with all relevant tax laws, financial regulations, and accounting standards. · Must have complete experience in GST-R1, GST-R2, and GST-R3. · Must have complete experience in TDS. · Experience in ROC filing · Coordinate and liaise with external auditors to complete audits and ensure regulatory compliance. · Prepare and file all necessary tax returns, ensuring timely and accurate submissions. 3. Team Leadership & Management 4. Cash Flow & Treasury Management 5. Internal Controls & Risk Management 6. Reporting & Communication Qualifications and Requirements: Education: Bachelors or Master’s degree in Accounting, Finance, or a related field. Experience: Minimum 3 years of experience in accounting or finance, with at least 3 years in a managerial or leadership role. Previously worked under CA is preferred. Job Type: Full-time Pay: ₹30,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Work Location: In person
Position: Senior Accountant Department: Finance Reports To: Directors Location: Chandigarh Employment Type: Full-time Job Overview The Accounts Head is a senior leadership role within the finance department, responsible for overseeing the company’s accounting operations and ensuring the integrity and accuracy of financial reporting. The position requires a strategic and detail-oriented leader who will manage accounting functions, ensure compliance with accounting standards, and provide insights to senior management for informed decision-making. The Accounts Head will play a key role in financial planning, budgeting, forecasting, and maintaining the company’s financial health. Key Responsibilities 1. Accounting & Financial Management: · Oversee the preparation and review of monthly, quarterly, and annual financial statements (Income Statement, Balance Sheet, and Cash Flow). · Must have complete experience in Tally. Experience in Zoho books · Prepare financial reports for senior management, highlighting key financial performance indicators. 2. Compliance & Regulatory: · Ensure compliance with all relevant tax laws, financial regulations, and accounting standards. · Must have complete experience in GST-R1, GST-R2, and GST-R3. · Must have complete experience in TDS. · Experience in ROC filing · Coordinate and liaise with external auditors to complete audits and ensure regulatory compliance. · Prepare and file all necessary tax returns, ensuring timely and accurate submissions. 3. Team Leadership & Management 4. Cash Flow & Treasury Management 5. Internal Controls & Risk Management 6. Reporting & Communication Qualifications and Requirements: Education: Bachelors or Master’s degree in Accounting, Finance, or a related field. Experience: Minimum 3 years of experience in accounting or finance, with at least 3 years in a managerial or leadership role. Previously worked under CA is preferred. Job Type: Full-time Pay: ₹30,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Work Location: In person
Position: Senior Accounts Executive Department: Finance Reports To: Directors Location: Chandigarh Employment Type: Full-time Job Overview The Accounts Head is a senior leadership role within the finance department, responsible for overseeing the company’s accounting operations and ensuring the integrity and accuracy of financial reporting. The position requires a strategic and detail-oriented leader who will manage accounting functions, ensure compliance with accounting standards, and provide insights to senior management for informed decision-making. The Accounts Head will play a key role in financial planning, budgeting, forecasting, and maintaining the company’s financial health. Key Responsibilities 1. Accounting & Financial Management: · Oversee the preparation and review of monthly, quarterly, and annual financial statements (Income Statement, Balance Sheet, and Cash Flow). · Must have complete experience in Tally. Experience in Zoho books · Prepare financial reports for senior management, highlighting key financial performance indicators. 2. Compliance & Regulatory: · Ensure compliance with all relevant tax laws, financial regulations, and accounting standards. · Must have complete experience in GST-R1, GST-R2, and GST-R3. · Must have complete experience in TDS. · Experience in ROC filing · Coordinate and liaise with external auditors to complete audits and ensure regulatory compliance. · Prepare and file all necessary tax returns, ensuring timely and accurate submissions. Budgeting & Forecasting Financial Tax planning 3. Team Leadership & Management 4. Cash Flow & Treasury Management 5. Internal Controls & Risk Management 6. Reporting & Communication Qualifications and Requirements: Education: Bachelors or Master’s degree in Accounting, Finance, or a related field. Experience: Minimum 3 years of experience in accounting or finance, with at least 3 years in a managerial or leadership role. Previously worked under CA is preferred. Job Type: Full-time Pay: ₹30,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Work Location: In person Job Type: Full-time Pay: ₹30,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Application Question(s): No. of years of experience in Zoho books. Experience in Budgeting & financial planning Work Location: In person
Job Title: Senior Relationship Manager Experience Required: 1–2 Years Location: Chandigarh Job Type: Full-Time Industry: Financial Services / Wealth Management Role Overview We are seeking a motivated and client-focused Wealth Manager with 1–2 years of experience in the financial services industry. You will be responsible for managing client portfolios, offering strategic financial advice, and ensuring top-notch service delivery. This is a client-facing role that combines financial planning, relationship management, and market research. Key Responsibilities Build and maintain long-term relationships with assigned clients. Understand client goals, risk appetite, and financial needs to suggest suitable investment products. Provide holistic financial planning including mutual funds, insurance, bonds, PMS, etc. Monitor portfolio performance and recommend adjustments as per market conditions and client goals. Stay updated with financial markets, investment trends, and product knowledge. Collaborate with internal research and operations teams to ensure client satisfaction. Participate in client meetings, reviews, and periodic investment presentations. Requirements Bachelor’s degree in Finance, Economics, Commerce, or related field. (MBA/CFP/CWM is a plus) 1–2 years of experience in wealth management, banking, or financial advisory. Strong understanding of financial instruments and market trends. Excellent communication and interpersonal skills. Ability to work independently and manage client relationships with professionalism. Proficient in MS Office, CRM tools, and financial planning software. What We Offer Competitive salary and performance-based incentives Learning-driven work environment Exposure to HNI and Ultra-HNI client management Mentorship from senior professionals Opportunity to grow within a fast-paced, client-centric organization To Apply: Please send your updated CV to aishwarya.marathe@wealthvault.in Job Type: Full-time Pay: ₹25,000.00 - ₹35,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Application Question(s): Years of experience in mutual funds? Years of experience in sales Years of experience in portfolio & client management? Are you willing to travel within tricity for client meetings? Work Location: In person Speak with the employer +91 8146699949
The ideal candidate for this role will oversee the preparation and review of monthly, quarterly, and annual financial statements (Income Statement, Balance Sheet, and Cash Flow). You must have complete experience in Tally and be able to prepare financial reports for senior management, highlighting key financial performance indicators. Moreover, you will be responsible for ensuring compliance with all relevant tax laws, financial regulations, and accounting standards, including GST-R1, GST-R2, GST-R3, and TDS. Experience in ROC filing is also required. You will coordinate and liaise with external auditors to complete audits and ensure regulatory compliance. Additionally, the role involves preparing and filing all necessary tax returns, ensuring timely and accurate submissions. The successful candidate will possess a Bachelor's or Master's degree in Accounting, Finance, or a related field, along with a minimum of 3 years of experience in accounting or finance, including at least 3 years in a managerial or leadership role. Previous experience working under a CA is preferred. Analytical skills, financial statements expertise, finance and account management abilities, and strong team management skills are essential. Professional certifications such as CFA or CPA are considered a plus. This is a full-time position with benefits including health insurance and paid time off. The work schedule is during the day shift, and the job requires in-person work at the designated location.,
Position: A ccounts Head Department: Finance Reports To: Directors Location: Chandigarh Employment Type: Full-time Job Overview The Accounts Head is a senior leadership role within the finance department, responsible for overseeing the company’s accounting operations and ensuring the integrity and accuracy of financial reporting. The position requires a strategic and detail-oriented leader who will manage accounting functions, ensure compliance with accounting standards, and provide insights to senior management for informed decision-making. The Accounts Head will play a key role in financial planning, budgeting, forecasting, and maintaining the company’s financial health. Key Responsibilities 1. Accounting & Financial Management: · Oversee the preparation and review of monthly, quarterly, and annual financial statements (Income Statement, Balance Sheet, and Cash Flow). · Must have complete experience in Tally. Experience in Zoho books · Prepare financial reports for senior management, highlighting key financial performance indicators. 2. Compliance & Regulatory: · Ensure compliance with all relevant tax laws, financial regulations, and accounting standards. · Must have complete experience in GST-R1, GST-R2, and GST-R3. · Must have complete experience in TDS. · Experience in ROC filing · Coordinate and liaise with external auditors to complete audits and ensure regulatory compliance. · Prepare and file all necessary tax returns, ensuring timely and accurate submissions. Budgeting & Forecasting Financial Tax planning 3. Team Leadership & Management 4. Cash Flow & Treasury Management 5. Internal Controls & Risk Management 6. Reporting & Communication Qualifications and Requirements: Education: Bachelors or Master’s degree in Accounting, Finance, or a related field. Experience: Minimum 3 years of experience in accounting or finance, with at least 3 years in a managerial or leadership role. Previously worked under CA is preferred. Job Type: Full-time Pay: ₹30,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Work Location: In person Job Type: Full-time Pay: ₹30,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Application Question(s): No. of years of experience in Zoho books. Experience in Budgeting & financial planning Work Location: In person Job Type: Full-time Pay: ₹30,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Work Location: In person
Position: A ccounts Head Department: Finance Reports To: Directors Location: Chandigarh Employment Type: Full-time Job Overview The Accounts Head is a senior leadership role within the finance department, responsible for overseeing the company’s accounting operations and ensuring the integrity and accuracy of financial reporting. The position requires a strategic and detail-oriented leader who will manage accounting functions, ensure compliance with accounting standards, and provide insights to senior management for informed decision-making. The Accounts Head will play a key role in financial planning, budgeting, forecasting, and maintaining the company’s financial health. Key Responsibilities 1. Accounting & Financial Management: · Oversee the preparation and review of monthly, quarterly, and annual financial statements (Income Statement, Balance Sheet, and Cash Flow). · Must have complete experience in Tally. Experience in Zoho books · Prepare financial reports for senior management, highlighting key financial performance indicators. 2. Compliance & Regulatory: · Ensure compliance with all relevant tax laws, financial regulations, and accounting standards. · Must have complete experience in GST-R1, GST-R2, and GST-R3. · Must have complete experience in TDS. · Experience in ROC filing · Coordinate and liaise with external auditors to complete audits and ensure regulatory compliance. · Prepare and file all necessary tax returns, ensuring timely and accurate submissions. Budgeting & Forecasting Financial Tax planning 3. Team Leadership & Management 4. Cash Flow & Treasury Management 5. Internal Controls & Risk Management 6. Reporting & Communication Qualifications and Requirements: Education: Bachelors or Master’s degree in Accounting, Finance, or a related field. Experience: Minimum 3 years of experience in accounting or finance, with at least 3 years in a managerial or leadership role. Previously worked under CA is preferred. Job Type: Full-time Pay: ₹30,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Work Location: In person Job Type: Full-time Pay: ₹30,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Application Question(s): No. of years of experience in Zoho books. Experience in Budgeting & financial planning Work Location: In person Job Type: Full-time Pay: ₹30,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Work Location: In person
Job Title: Senior Relationship Officer Experience Required: 2–5 Years Location: Chandigarh Job Type: Full-Time Industry: Financial Services / Wealth Management Role Overview We are seeking a motivated and client-focused Wealth Manager with 2–5 years of experience in the financial services industry. You will be responsible for managing client portfolios, offering strategic financial advice, and ensuring top-notch service delivery. This is a client-facing role that combines financial planning, relationship management, and market research. Key Responsibilities : Client Acquisition & Business Development New Client Acquisition Networking & Prospecting Onboarding & Fresh Investments AUM Management & Growth Fresh Investments AUM Responsibility Portfolio Diversification Client Relationship Management & Servicing Client Engagement Ongoing Client Servicing Quarterly Client Meetings Continuous Learning & Knowledge Enhancement Stay Informed Product Knowledge Ethical Sales Practices & Data Security Avoid Mis-selling Confidentiality & Data Security Client Solutioning & Need-Based Advisory Customized Financial Solutions Holistic Advisory Sales Target Achievement & Business Growth Meet Sales Targets Cross-Selling & Upselling Professional Conduct & Company Policies Dress Code & Professionalism Focus on Company Business Requirements Bachelor’s degree in Finance, Economics, Commerce, or related field. (MBA/CFP/CWM is a plus) NISM V A is must 2–3 years of experience in wealth management, banking, or financial advisory. Strong understanding of financial instruments and market trends. Excellent communication and interpersonal skills. Ability to work independently and manage client relationships with professionalism. Proficient in MS Office, CRM tools, and financial planning software. What We Offer Competitive salary and performance-based incentives Learning-driven work environment Exposure to HNI and Ultra-HNI client management Mentorship from senior professionals Opportunity to grow within a fast-paced, client-centric organization Job Type: Permanent Pay: ₹400,000.00 - ₹800,000.00 per year Benefits: Cell phone reimbursement Health insurance Leave encashment Work Location: In person Speak with the employer +91 8146699949
JOB RESPONSIBILITIES Key Responsibilities Identify, connect, and tie up with corporates to arrange financial wellness sessions/events. Coordinate with HR/Management of corporates to arrange sessions/events on Financial Planning, Tax Planning, Retirement Planning, Estate Planning, Investment Basics & Wealth Creation, Home Purchase Strategy & Emergency Fund Planning. Schedule and ensure a minimum of 2 corporate events per week. Work closely with Wealthvault’s internal team to ensure smooth event execution. Engage with HR/decision-makers of corporates whose employees have a minimum average basic salary of ₹50,000 and above. Ensure corporates share employee attendee database (emails & contacts) and facilitate 3–4 day slots for Wealthvault team’s post-session assistance. Arrange and coordinate events/sessions only within a 50 km radius from Chandigarh. Job Types: Part-time, Fresher, Internship, Contractual / Temporary, Freelance Contract length: 6 months Pay: From ₹10,000.00 per month Expected hours: 45 – 48 per week Benefits: Work from home Work Location: In person
JOB RESPONSIBILITIES Key Responsibilities Identify, connect, and tie up with corporates to arrange financial wellness sessions/events. Coordinate with HR/Management of corporates to arrange sessions/events on Financial Planning, Tax Planning, Retirement Planning, Estate Planning, Investment Basics & Wealth Creation, Home Purchase Strategy & Emergency Fund Planning. Schedule and ensure a minimum of 2 corporate events per week. Work closely with Wealthvault’s internal team to ensure smooth event execution. Engage with HR/decision-makers of corporates whose employees have a minimum average basic salary of ₹50,000 and above. Ensure corporates share employee attendee database (emails & contacts) and facilitate 3–4 day slots for Wealthvault team’s post-session assistance. Arrange and coordinate events/sessions only within a 50 km radius from Chandigarh. Job Types: Part-time, Fresher, Internship, Contractual / Temporary, Freelance Contract length: 6 months Pay: From ₹10,000.00 per month Expected hours: 45 – 48 per week Benefits: Work from home Work Location: In person
JOB RESPONSIBILITIES Key Responsibilities Identify, connect, and tie up with corporates to arrange financial wellness sessions/events. Coordinate with HR/Management of corporates to arrange sessions/events on Financial Planning, Tax Planning, Retirement Planning, Estate Planning, Investment Basics & Wealth Creation, Home Purchase Strategy & Emergency Fund Planning. Schedule and ensure a minimum of 2 corporate events per week. Work closely with Wealthvault’s internal team to ensure smooth event execution. Engage with HR/decision-makers of corporates whose employees have a minimum average basic salary of ₹50,000 and above. Ensure corporates share employee attendee database (emails & contacts) and facilitate 3–4 day slots for Wealthvault team’s post-session assistance. Arrange and coordinate events/sessions only within a 50 km radius from Chandigarh. Job Types: Part-time, Fresher, Internship, Contractual / Temporary, Freelance Contract length: 6 months Pay: From ₹10,000.00 per month Expected hours: 45 – 48 per week Benefits: Work from home Work Location: In person
Position: Service Manager-Mutual Funds Location: Chandigarh Experience required: 3-5 years Employment Type: Full-Time Job Summary We are seeking a dynamic and detail-oriented Service Manager having a working background in mutual funds and related operations to manage and streamline the operational processes of our wealth management company. The ideal candidate will ensure smooth execution of day-to-day operations, maintain compliance with regulatory standards, and support the delivery of exceptional client services. Key Responsibilities · Primary responsibilities will include managing all the operations, admin and client support work. · Prepare and process documentation related to investments, handle account opening, Know Your Customer (KYC) compliance, fund transfers, and other client documentation related to mutual fund investments. · Process transactions related to mutual funds, including purchases, redemptions, and switches. · Verify and reconcile mutual fund investments and statements. · Monitor and update Systematic Investment Plans (SIPs), Systematic Withdrawal Plans (SWPs), and other structured investment transactions. · Maintain and update client records, investment portfolios, and transaction data in the system. · Maintaining and analyzing financial/non-financial data of our company client. · Act as a liaison between relationship managers, financial advisors, and clients to ensure seamless communication and service delivery. · Analyze operational metrics to identify areas for improvement. · Recommend and implement improvements in operational workflows to enhance efficiency and accuracy. Qualifications Education: Bachelor’s degree in commerce, Finance, or a related field. Experience: Minimum 3-5 years of experience in back-office operations, with a focus on mutual funds. Hands-on experience with mutual fund platforms (e.g., CAMS, Karvy/KFintech, MF Utilities) is highly desirable. Must have basic knowledge in Mutual Funds & other financial products Skills · Strong understanding of financial instruments, investment processes, and regulatory frameworks. · Strong understanding of mutual fund products, operational processes. · Proficiency in MS Office (Excel, Word) and financial software. · Effective communication skills for coordination with internal teams and external stakeholders. What We Offer A supportive work environment that encourages professional growth. Opportunities to expand your expertise in wealth management operations. Competitive compensation and benefits. How To Apply: If you meet the above requirements and are passionate about working in the wealth management industry, please send your updated resume to aishwarya.marathe@wealthvault.in with the subject line "Application for Service Manager – [Your Name]." Job Type: Full-time Pay: ₹35,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Health insurance Leave encashment Paid time off Work Location: In person
Position: Service Manager-Mutual Funds Location: Chandigarh Experience required: 3-5 years Employment Type: Full-Time Job Summary We are seeking a dynamic and detail-oriented Service Manager having a working background in mutual funds and related operations to manage and streamline the operational processes of our wealth management company. The ideal candidate will ensure smooth execution of day-to-day operations, maintain compliance with regulatory standards, and support the delivery of exceptional client services. Key Responsibilities · Primary responsibilities will include managing all the operations, admin and client support work. · Prepare and process documentation related to investments, handle account opening, Know Your Customer (KYC) compliance, fund transfers, and other client documentation related to mutual fund investments. · Process transactions related to mutual funds, including purchases, redemptions, and switches. · Verify and reconcile mutual fund investments and statements. · Monitor and update Systematic Investment Plans (SIPs), Systematic Withdrawal Plans (SWPs), and other structured investment transactions. · Maintain and update client records, investment portfolios, and transaction data in the system. · Maintaining and analyzing financial/non-financial data of our company client. · Act as a liaison between relationship managers, financial advisors, and clients to ensure seamless communication and service delivery. · Analyze operational metrics to identify areas for improvement. · Recommend and implement improvements in operational workflows to enhance efficiency and accuracy. Qualifications Education: Bachelor’s degree in commerce, Finance, or a related field. Experience: Minimum 3-5 years of experience in back-office operations, with a focus on mutual funds. Hands-on experience with mutual fund platforms (e.g., CAMS, Karvy/KFintech, MF Utilities) is highly desirable. Must have basic knowledge in Mutual Funds & other financial products Skills · Strong understanding of financial instruments, investment processes, and regulatory frameworks. · Strong understanding of mutual fund products, operational processes. · Proficiency in MS Office (Excel, Word) and financial software. · Effective communication skills for coordination with internal teams and external stakeholders. What We Offer A supportive work environment that encourages professional growth. Opportunities to expand your expertise in wealth management operations. Competitive compensation and benefits. How To Apply: If you meet the above requirements and are passionate about working in the wealth management industry, please send your updated resume to aishwarya.marathe@wealthvault.in with the subject line "Application for Service Manager – [Your Name]." Job Type: Full-time Pay: ₹35,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Health insurance Leave encashment Paid time off Work Location: In person
As an Operations Manager at our wealth management company located in Chandigarh, you will play a crucial role in overseeing and optimizing our operational processes. With a minimum of 2-5 years of experience in back-office operations, specifically focusing on mutual funds, you will be responsible for ensuring the smooth execution of day-to-day activities, maintaining regulatory compliance, and delivering exceptional client services. Your primary duties will revolve around managing operations, administration, and client support tasks. This includes handling documentation for investments, account opening, KYC compliance, fund transfers, and other mutual fund-related transactions. You will also be responsible for processing mutual fund transactions such as purchases, redemptions, and switches, as well as verifying and reconciling investments and statements. In addition, you will monitor and update investment plans, maintain client records and transaction data, and analyze financial and non-financial data. Acting as a liaison between relationship managers, financial advisors, and clients, you will ensure effective communication and service delivery. By analyzing operational metrics, you will identify areas for improvement and implement workflow enhancements to increase efficiency and accuracy. To qualify for this role, you should hold a Bachelor's degree in commerce, Finance, or a related field. Your previous experience should demonstrate a deep understanding of financial instruments, investment processes, and regulatory frameworks, with a specific focus on mutual funds. Hands-on experience with mutual fund platforms like CAMS, Karvy/KFintech, or MF Utilities is highly desirable, along with basic knowledge of Mutual Funds and other financial products. Strong proficiency in MS Office applications, especially Excel and Word, as well as financial software, is required. Effective communication skills will be essential for collaborating with internal teams and external stakeholders. In return, we offer a supportive work environment that fosters professional growth, opportunities to expand your expertise in wealth management operations, competitive compensation, and benefits. If you are enthusiastic about contributing to the wealth management industry and meet the qualifications outlined above, please submit your updated resume to aishwarya.marathe@wealthvault.in with the subject line "Application for Operations Manager [Your Name]." This is a full-time position with benefits including cell phone reimbursement, flexible schedule, health insurance, leave encashment, and paid time off. The work schedule is during day shifts at our office in Chandigarh.,