Role Overview
We are looking for a detail-oriented Operations Executive to handle client onboarding and investment account operations across PMS and AIF.

Key Responsibilities
End-to-end account opening and onboarding for multiple client types (NRI, individual, corporate, HUF, LLP, trust), including KYC, documentation, and compliance.
Maintain accurate client records, track onboarding status, and coordinate with legal/compliance before account activation
(Added advantage) Support trade execution and settlement for PMS/AIF portfolios and ensure deal-level reporting is timely and compliant.

Qualifications & Skills
3+ years in financial operations (PMS, AIF, broker, custodian, AMC) with hands-on client onboarding and SEBI-regulated products.




Solid back-office and trade life-cycle understanding; proficient in Excel and portfolio/back-office tools.
Graduate/Postgraduate in Commerce, Finance, Business Administration, or related field; NISM certifications preferred.
High attention to detail, solid documentation discipline, valuable communication, and ability to manage multiple deadlines.

What We Offer
Growth-oriented work workplace in wealth management.
Exposure to sophisticated PMS/AIF products and institutional-grade processes.
Structured learning and career development, with competitive compensation aligned to experience.

Pay: ₹30,000.00 - ₹40,000.00 per month

Work Location: In person

📌 Operations Executive Andheri East
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