Position: Senior 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]." Show more Show less

Job Title: Summer Intern Location: Chandigarh Company: Wealthvault Research and Analytics Pvt Ltd Duration: 2 months Stipend: (variable, performance based) About Us: Wealthvault Research and Analytics Pvt Ltd is a private wealth management firm offering tailored financial solutions to high-net-worth individuals. With a strong focus on research-driven strategies and personalized service, we help our clients navigate the complex world of investments to achieve their long-term financial goals. Internship Overview: We are seeking enthusiastic and driven MBA students specializing in Marketing to join us as interns. This role is ideal for candidates looking to gain hands-on experience in financial services marketing, lead generation, and brand positioning within the private wealth domain. Key Responsibilities: • Assist in creating and executing marketing campaigns targeting Corporates for seminars or events. • Conduct market research to identify new marketing opportunities and trends in the wealth management space. • Support social media platforms like, LinkedIn, Facebook & Youtube. Keep check on followers and adapt the strategies to enhance engagement and add on with more viewers and followers. • Design client engagement strategies. • Arrange corporate meetings, events, and client-facing sessions in coordination with the team. • Engage in cold calling using existing databases as well as self-sourced contacts to reach prospective corporates. • Schedule and follow up on meetings with leads and assist in organizing corporate presentations or sessions. • Analyze campaign performance and provide actionable insights for improvement. Qualifications: Currently pursuing an MBA with a specialization in Marketing & Finance. Strong interest in finance, investments, and the wealth management industry. Excellent communication and interpersonal skills. Proficiency in MS Office; familiarity with digital marketing tools is a plus. Creative thinker with an analytical mindset and attention to detail. What You’ll Gain: Exposure to the high-growth private wealth management sector. Real-world experience in B2B marketing, lead generation, and client engagement strategies. Opportunity to work closely with senior professionals and gain mentorship. Internship Certificate How to Apply: Interested candidates can send their CV and a brief statement of interest to: with the subject line “Summer Internship – [Your Name]”. Show more Show less