Job Opening

Client Operations Executive / Senior Client Operations Executive

Company Plan Ahead Wealth Advisors Pvt. Ltd.

Description Client Onboarding & KYC Handle client onboarding documentation including KYC and client registration forms.

Ensure accurate and timely completion of client onboarding.

Set up client profiles on various platforms (MFU, NSE).

Verify client information and ensure compliance with onboarding documentation requirements."

Account Opening & Product Setup Facilitate account opening for various assets such as Stocks, PMS, International Platforms, Bonds, FDs, and other investment products.

Set up and check implementation platform accounts

Coordinate with product management teams and providers for account opening and activation."

Transaction Processing Process financial and non-financial transactions (Purchase, redemptions, switches, etc.) accurately, with zero errors.

Set up and manage daily transaction processing with client communication and coordination.

Perform post-transaction checks and maintain audit trails."

Client Servicing & Data Management Ensure current clients login credentials activation and platform access.





Maintain client masters, databases, CRM, KYC, and other data in internal systems.

Update portfolio reports and data for clients and maintain proper documentation.

Service client portfolio reporting needs, investment and tax reporting needs and other related requirements with quality and timeliness"

Compliance & Reporting Support compliance requirements on an ongoing basis including new SEBI IA documentation requirements and reporting.

Ensure adherence to internal SOPs and assist in periodic updates of Standard Operating Procedures.

General Office administration and coordination with documents team.

Position

Client Operations Executive / Senior Client Operations Executive

Qualifications Any Graduate / Post graduation

Experience 2-4+ years’ relevant experience is necessary

Additional Information

Interested candidates please mail across your resume on [email protected]

No. of Vacancies

6

Remuneration

As per industry standards

Location

Andheri - Mumbai

Website www.planahead.in

📌 Client Operations Executive / Senior Client Operations Executive (Mumbai)
🏢 Cafemutual
📍 Mumbai