Job Title: Operations Executive – Wealth Management

Organization Overview

We are a agile wealth management firm offering a wide spectrum of financial solutions including Mutual Funds, PMS (Portfolio Management Services), SIF (Special Investment Funds), Health Insurance, Life Insurance, and Loan Products (Home Loans, Loan Against Property, Business Loans). Our mission is to deliver comprehensive financial planning and advisory services with efficiency, compliance, and client-centricity.

Role Objective

The Operations Executive will be responsible for end-to-end operational management across multiple product lines, ensuring smooth execution, compliance adherence, and client satisfaction. The role demands versatility, accountability, and enthusiasm to explore opportunities across diverse financial products within the same organization.

Key Responsibilities
- Product Operations Management
- Handle day-to-day operations for Mutual Funds, PMS, SIF, Insurance (Health & Life), and Loan products.
- Ensure accurate documentation, application processing, and timely execution.




- Compliance & Risk Control
- Maintain regulatory compliance across SEBI, IRDAI, and RBI guidelines.
- Implement internal checks to minimize operational risks.
- Client Servicing & Coordination
- Act as a bridge between clients, product partners, and internal teams.
- Provide operational support for onboarding, transactions, claims, and loan applications.
- Process Optimization
- Streamline workflows to improve efficiency and turnaround time.
- Suggest and implement technology-driven solutions for better tracking and reporting.
- Business Support
- Assist in sourcing applications for loans and insurance.
- Support sales and advisory teams with operational insights and execution.

Desired Candidate Profile
- Education: Graduate/Postgraduate in Commerce, Finance, Business Administration, or related fields.
- Experience: 2–5 years in financial services operations (mutual funds, insurance, or lending pr

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