ABOUT THE FIRM

Privus Advisors is a boutique advisory firm that provides data-driven, customized financial solutions to high net-worth clients. The firm focuses on deep research and market insight to support prudent, strategic investment decisions. Team members share a robust commitment to offering pure investment advice without proprietary products or sales-driven agendas.

All recommendations are guided solely by client needs, ensuring independent, unbiased investment choices. This client-first, research-led approach defines the firm’s culture and sets it apart in the wealth management industry.

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1. Core Operations:

- Assist clients with their transactions – online & physical documentation.
- Ensuring all transactions are reported in the software and portfolios are accurate.
- Co-ordinating with RTA for investment feed files.
- Keeping a track of the renewals of software & business licenses.

2. Compliance:

- Facilitate client onboarding while ensuring documentation as per the regulatory requirements.




- Periodic review of client KYC & risk profile as per regulatory requirements.
- Provide external/SEBI auditor with the necessary information as and when required.
- Ensure annual audit report submission to SEBI & required information is provided from time to time.

QUALIFICATION:

- Bachelor’s in Commerce/Finance/Management with AMFI Certification V-A or Financial Planning, OR
- Post-Graduate in Finance.

MUST HAVE SKILLS:

- Excellent analytical & communication skills – written & verbal.
- Strong understanding of processes/timelines involved in execution on various investment products.
- Proficiency in MS Excel, PowerPoint and Portfolio reporting software.
- High attention to detail and ability to multitask and prioritize.
- Ability to identify process improvement areas.

REMUNERATION: basis last drawn salary

EXPERIENCE: min. 1 year in Banking & Financial services

WORKING HOURS: 9.00 am – 5.00 pm (Monday – Friday)

LOCATION: Fort, Mumbai

📌 Operations Associate (Mumbai)
🏢 Privus Advisors
📍 Mumbai