NRI Operations & Wealth Management
Position Executive / Sr. Executive
Department: NRI Operations & Wealth Management
Function: Support Function

About Company: GEPL Capital is a well-established financial services organization offering a wide range of investment and wealth management solutions across India.
visit www.geplcapital.com

Job Responsibilities

- Handling NRI Operations and Wealth Management support activities
- Coordinating with clients for account opening, documentation, and operational requirements
- Managing client servicing activities and resolving client queries within defined timelines
- Coordinating with Bank staff & internal departments for smooth execution of transactions and processes
- Maintaining strong communication with clients and relationship managers
- Ensuring compliance with operational and regulatory guidelines
- Preparing reports, maintaining records, and supporting day-to-day operational activities




- Ensuring high service standards and client satisfaction

Required Skills

- Positive communication and interpersonal skills
- Strong client servicing and coordination abilities
- Knowledge of NRI Operations and Wealth Management processes preferred
- Ability to handle operational activities independently
- Good follow-up and problem-solving skills
- Basic knowledge of financial products and investment services will be an added advantage
- Proficiency in MS Excel and email communication

Eligibility Criteria

- Graduate/Post Graduate in Finance, Commerce, or related field
- Experience in Wealth Management / NRI Operations / Financial Services preferred
- Relevant experience in client servicing or operations will be preferred

Apply Now
Send your updated resume to:
• [email protected]

📌 NRI Wealth Operations (Maharashtra)
🏢 Gepl Capital
📍 Maharashtra