Career Opportunity - Operations Executive - Wealth Management

Office Address: 3rd FLOOR, OFFICE NO 301, MAJESTIQUE CITYVIEW, NEAR 7 LOVES CHOWK, OPPOSITE APSARA THEATRE, GULTEKDI, PUNE - 411037

Role: Operations Executive - Wealth Management

Key Responsibilities: (Brief, in-depth to be explained during interview round)

1. Client onboarding and KYC processing
2. Placing and tracking investment transactions (SIP's and Lumpsum in Mutual Funds, PMS, AIF and SIF, etc.) and co-ordinating with Relationship Managers of Life Insurance and Health Insurance for issuance of Policies of our clients.
3. Day-to-day client servicing and problem resolutions
4. Tally Accounting (Only 2 days in a month)

Who Should Apply
1. Commerce student/Working Professional interested in Finance World.
2. Strong communication skills on phone call and offline world both. (Hindi/English preferred)
3. Having computer skills and have a quick hand on Microsoft Excel, Powerpoint and Word along with use of AI.




4. Candidates who are looking for work-life balance instead of overtime and pressure.
5. Long-term mindset (not looking for quick switches) This is a full-time role prospect.

What Students/Working Professional Will Learn
1. Practical exposure to wealth management operations and client servicing.
2. Real client handling & transaction execution. Various skills on building Portfolios and their quarterly review, knowledge about various financial products and their application.
3. Direct learning under CA Kartik Jain. Helpful for the candidate and its family in being financially strong in the long-term by learning real-life practical financial skills.

Growth Path Operations Executive --- Senior Operations --- Client Facing Role if interested (Advisory/Sales)

📌 Walk-in || Operations Executive - Wealth Management (Pune)
🏢 Finance Square
📍 Pune