About the Prospect
Job Type: Permanent
Application Deadline: 12 September 2026
Job Description
Title: PI & Advisory Operations Associate
Department: Personal Investing (PI) & Advisory Operations - India Team for Germany
Location: Gurgaon, India
Reports To: Head of Personal Investing (PI) & Advisory Operations - India Team for Germany
We’re proud to have been helping our clients build better financial futures for over 50 years. By working together - and
supporting each other - all over the world. So, join our Personal Investing (PI) & Advisory Operations team and feel like
you’re part of something bigger.
About your team
The German Customer Operations department is part of Global Personal Investing and Advisory Operations (GPIA Operations). Operations in Germany supports profitable business growth by continuously improving operational processes and the overarching operating model. The department aims to deliver an outstanding customer experience and works collaboratively with Technology, Client Services and Sales (cross-functional approach).



As PI & Advisory Operations in Germany is embedded into the global Operations unit of the group, the German team is able to access additional resources and knowledge to continuously improve operational processes and follow a digital first approach.
About your role
PI & Advisory Operations Germany consists of different teams and is organized into the key functions of Post and Document Management, Client-Onboarding and Client Maintenance, Re-Registration and Transfers, Dealing, Ordering, Reconciliation and Distributions, as well as customer regulatory reporting and tax. This role covers the following key processes:
Processing and verification of all customer fund orders and savings plans within the specified processing times and the processing of error messages.
Dispatch and processing of all transfer orders received by FFB in an internal database.
Preparation and execution of fund income distributions and reinvestments.
Set-up

📌 PI & Advisory Operations Associate (Gurugram)
🏢 Fidelity International
📍 Gurugram