Qualifications- Bachelor's/Master's Degree in Finance
Salary - 4-7 LPA
Experience - 2-7 years
Roles and Responsibilities
What You’ll Do-
1.
Client Data Management: Maintain portfolios, prepare reports, and ensure confidentiality.
2.
Client Onboarding: Handle KYC, account opening, and compliance processes.
3.
Operational Excellence: Manage trade allocations, fund accounting, settlements, and more.
4.
Collaboration: Coordinate with custodians, bankers, brokers, and portfolio managers.
Proficiency &
Skills -
- 1–3 years of experience in PMS, Investment Advisory, or similar roles.
- Proficiency in MS Excel, Google Sheets, and PowerPoint.
- Familiarity with AI tools like ChatGPT/Gemini.
- Knowledge of wealth products (Mutual Funds, PMS, AIF, Bonds, etc.)
- Attention to detail and analytical thinking.
- Robust communication and interpersonal skills.
- Ability to multitask and prioritize effectively
About Company - It is a wealth management and investment advisory established with the intent of helping you in efficiently allocating your savings in order to secure your financial future.
📌 Operations Executive (New Delhi)
🏢 Accountshunt Hiring Solutions
📍 New Delhi
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