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

Job Overview As a Relationship Officer, you will be responsible for maintaining and strengthening relationships with our high-net-worth clients. Your goal is to understand the clients' financial goals, provide solutions that meet their needs, and ensure the overall satisfaction and retention of our clients. Relationship Officer Roles & Responsibilities Client Acquisition & Business Development AUM Management & Growth Client Relationship Management & Servicing Continuous Learning & Knowledge Enhancement Ethical Sales Practices & Data Security Client Solutioning & Need-Based Advisory Sales Target Achievement & Business Growth Professional Conduct & Company Policies Key Performance Indicators (KPIs): AUM Growth Sales Targets Client Retention & Satisfaction Ethical Standards Skills required · Financial planning · Investment management · Risk Management · Client relationship management · Market knowledge · Communication skills Sound knowledge of financial products and services Desired Candidate Profile ● MBA finance & Marketing ● Candidate must have knowledge about stocks/mutual funds/portfolio management services and other wealth products. Excellent communication, negotiation, and sales skills. Apply Now! Share your resume at: aishwarya.marathe@wealthvault.in Contact : 8146699949

Position: Accounts 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. · 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.

Position: Sr. 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. · 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. Zoho books

Position: Sr. Account 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. · 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. Zoho books

The Senior Account Executive position in the Finance Department at our company in Chandigarh is a pivotal leadership role that entails overseeing all accounting operations to guarantee the integrity and precision of financial reporting. As the Accounts Head, you will be entrusted with managing accounting functions, ensuring adherence to accounting standards, and providing crucial insights to senior management for well-informed decision-making. Your strategic acumen and keen attention to detail will be instrumental in financial planning, budgeting, forecasting, and upholding the financial well-being of the organization. Your primary responsibilities will revolve around accounting and financial management. This includes supervising the preparation and evaluation of monthly, quarterly, and annual financial statements such as the Income Statement, Balance Sheet, and Cash Flow. Proficiency in Tally is a prerequisite for this role. Additionally, you will be responsible for generating financial reports for senior management, emphasizing key financial performance indicators. Compliance with tax laws, financial regulations, and accounting standards is paramount. Experience in GST-R1, GST-R2, GST-R3, TDS, and ROC filing is essential. You will collaborate with external auditors to conduct audits and ensure regulatory compliance. Timely and accurate submission of all tax returns is also part of your purview. Your role will also involve leadership and management of the team, treasury management, internal controls, risk management, reporting, and effective communication with stakeholders. A Bachelor's or Master's degree in Accounting, Finance, or a related field is required. A minimum of 3 years of experience in accounting or finance, with at least 3 years in a managerial or leadership capacity, is necessary. Prior experience working under a CA is preferred, and familiarity with Zoho Books is advantageous. If you are a seasoned professional with a proven track record in accounting and finance, possess excellent leadership skills, and are adept at ensuring compliance and financial integrity, we invite you to apply for this challenging and rewarding position.,

Job Title: Senior Relationship Officer Experience Required: 2–3 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 2–3 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) 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