This role is for one of Weekday's clients
Salary range: Rs ****** - Rs ****** (ie INR 5-8 LPA)
Min Experience: 3 years
Location: Bangalore
JobType: full-time
Key Responsibilities:
AIF and investor operations:
Handling KYC and onboarding of the investors on the platform
Handling queries related to their investments
Managing settlements & reconciliations of funds
Continuous automation of operations by designing and implementing SOPs to optimize and enhance the ongoing customer operations and experience
Work with product, technology, compliance, and business teams to understand and address current developments and regulations and help in managing the entire project from incubation to release stage
Work with various financial intermediaries/stakeholders on AIF reporting, compliance and data management
Transaction management
:
Lead end-to-end transaction cycle of start-up deals, from onboarding to final closure
Coordinate with startup founders and other stakeholders to execute defined workstreams in the transaction process




Collaborate with legal and operational teams to ensure smooth execution and mitigate risks
New initiative:
Support IC strategic initiatives including product and business development activities
Support organizing Demo days, learning sessions & other events
The Ideal Candidate:
Postgraduate or MBA or CA/CS with about 2-3 years of work experience
Experience with client operations, fund operations, and transaction management is essential
Understanding of the SEBI regulations concerning KYCS
Outstanding track record of academic achievement with excellent communication skills
Has attention to detail, structured approach, and thrives for excellence
Passionate about early-stage investing, technology and start-ups
Temperament to work in cross-functional teams and ability to interact and coordinate with other businesses, teams, and individuals for execution
Knows their way around Excel and PPT

📌 Wealth Manager (Bengaluru)
🏢 Weekday AI
📍 Bengaluru