Experience: 2 - 5 Years
Employment Type: Full time, In office
About Dalmia Wealth
Dalmia Wealth Pvt Ltd is a boutique wealth management firm with over 25 years of experience in financial services. We specialise in mutual funds, insurance, bonds, NPS, and financial planning, with a strong emphasis on service excellence and long-term client relationships.
Role Objective
We are looking for a detail-oriented and process-driven Operations Executive who will manage all backend activities including KYC, documentation, transaction execution, and platform handling. This role is critical in ensuring seamless client onboarding and error-free execution of transactions.
Key Responsibilities
KYC & Client Onboarding
Handle end-to-end KYC processing (Individual & Non-Individual)
Ensure compliance with regulatory requirements (CKYC, FATCA, etc.)
Verify and validate client documents
Coordinate with clients/RMs for pending documentation
Transaction Execution
Execute mutual fund transactions
Process transactions through platforms like NSE NMF II platform
Ensure timely and accurate order placement
Track and resolve transaction rejections
Documentation & Compliance
Maintain proper records of all client documents
Ensure documentation completeness and accuracy
Handle audit requirements and compliance checks
Maintain data confidentiality and security
RM & Client Support
Work closely with Relationship Managers for execution support
Provide quick turnaround on client requests
Resolve operational queries from clients and internal teams
Ensure high service quality and responsiveness
Required Skills
Solid attention to detail
Good understanding of mutual fund operations
Familiarity with platforms like NSE/BSE MF systems
Process-oriented and disciplined
Ability to handle high volumes of work
Good coordination and communication skills
Basic Excel and reporting skills
Eligibility
Graduate (Commerce preferred)
25 years in mutual fund operations / wealth backend / RTA / AMC
Experience with transaction platforms (NSE/BSE MF) preferred