Role: Own the operational backbone of the advisory — client servicing, trade execution support, and MIS — and be accountable for operational business outcomes. This role exists to make service quality non-negotiable as we scale.

Responsibilities

- Track client investment schedules, SIPs, and rebalancing timelines.
- Update and reconcile trades across client accounts and broker platforms.
- Own client follow-ups, review scheduling, report dispatch, and servicing communications.
- Build and maintain MIS dashboards and reporting.
- Take ownership of operational KPIs and business outcomes.

Requirements

- 0-2 years in wealth/advisory/broking operations preferred.
- Robust reconciliation and organizational skills; CRM-savvy; comfort with Excel and back-office tools.
- Excellent written communication.
- Able to manage multiple client timelines independently.

How to Apply

Apply Through https://www.equities4wealth.com/careers.html

Pay: ₹200,000.00 - ₹400,000.00 per year

Work Location: In person

📌 Client Portfolio ops manager (Pune)
🏢 Inertia Equities For Wealth
📍 Pune