About the Role

We are looking for a detail-oriented and proactive Junior Accountant / Operations Head to manage day-to-day accounting functions while also overseeing core operational processes for the firm. This is a hybrid role suited for someone with a robust foundation in accounting and hands-on exposure to the wealth management industry, who is comfortable wearing multiple hats — from bookkeeping and compliance to client servicing and process management.

The ideal candidate is organized, numbers-driven, and capable of taking ownership of both financial accuracy and operational efficiency within a growing wealth management setup.

Key ResponsibilitiesAccounting & Finance
Maintain day-to-day books of accounts, ledgers, and financial records
Handle accounts payable/receivable, invoicing, and reconciliations
Assist in preparation of financial statements, MIS reports, and periodic budgets
Ensure timely filing of GST, TDS, and other statutory/regulatory compliances
Coordinate with external auditors, tax consultants, and banks




Track and reconcile client fee billing, brokerage, and commission statements (wealth management specific)
Support in maintaining compliance records as per SEBI/regulatory guidelines applicable to wealth/investment advisory firms

Operations
Oversee daily operational workflows, including client onboarding and KYC documentation
Coordinate with custodians, RTAs, mutual fund houses, and broking partners for transaction processing and reporting
Manage internal SOPs, ensure adherence to compliance checklists, and maintain audit-ready documentation
Liaise with internal teams (relationship managers, investment advisors) to ensure smooth client servicing
Identify and implement process improvements to enhance operational efficiency
Manage vendor relationships and office administration as needed

Pay: ₹12,000.00 - ₹20,000.00 per month

Work Location: In person

📌 Operations Manager Ellisbridge
🏢 Navvflow Wealth
📍 Ellisbridge