Econexx Wealth Private Limited | PlanMoney

Job Description

Executive – Investment Operations

Company: Econexx Wealth Private Limited

Department: Investment Operations

Location: [Thane]

Experience: 0–2 Years

Employment Type: Full time

About the Role

We are looking for an Executive – Investment Operations to support the day-to-day operations of our investment business across Bonds, Equity and Unlisted Shares.

The candidate will be responsible for transaction processing, documentation, client coordination, platform/partner coordination, MIS, reconciliation and ensuring smooth execution of investment-related processes.

Key Responsibilities

1. Investment Operations

- Process and coordinate investment transactions across Bonds, Equity and Unlisted Shares.
- Coordinate with clients for KYC, application forms, bank details, demat details and other required documents.
- Verify documents and ensure completeness before processing.
- Coordinate with brokers, issuers, platforms, intermediaries and other partners.
- Track transactions from initiation to completion.
- Maintain proper records of all investment transactions.

2. Bond Operations

- Coordinate bond applications, orders, payments and allotments.
- Follow up with platforms/issuers for transaction status.
- Maintain records of bond holdings, maturity dates, interest/coupon payments and other relevant details.
- Assist in preparing bond-related MIS and reports.

3. Equity Operations

- Coordinate with clients and brokers for equity-related transactions.
- Assist with account opening, documentation and transaction-related requirements.
- Maintain transaction records and coordinate for timely resolution of operational issues.

4. Unlisted Shares

- Coordinate documentation and transaction processing for unlisted-share investments.




- Maintain records of applications, payments, share transfers and demat-related requirements.
- Coordinate with intermediaries/issuers for transfer and settlement status.

5. Client Coordination

- Communicate with clients regarding documentation, transaction status and pending requirements.
- Provide timely updates to clients and the internal sales/investment team.
- Handle operational queries and coordinate with the relevant team for resolution.

6. MIS & Reconciliation

- Maintain daily/weekly/monthly investment-operation MIS.
- Reconcile transaction records, payments and investment data.
- Track pending transactions, documentation and exceptions.
- Maintain accurate digital and physical records.

7. Compliance & Process Discipline

- Follow internal SOPs and established investment-processing procedures.
- Ensure required documentation is collected and maintained properly.
- Escalate discrepancies, exceptions or delays to the reporting manager.
- Maintain confidentiality of client and transaction information.
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Candidate Profile

- Graduate in B.Com, BBA, BMS, Finance, Economics or a related field.
- 0–2 years of experience in financial services, wealth management, stock broking, mutual funds, bonds or investment operations.
- Freshers with a strong interest in financial markets may also be considered.
- Basic understanding of Equity, Bonds, Demat, KYC and financial markets.
- Good working knowledge of MS Excel / Google Sheets.
- Strong attention to detail and documentation skills.
- Good communication and follow-up skills.
- Ability to coordinate with multiple stakeholders.
- Willingness to learn different investment products and processes.

Key Skills

Investment Operations | Bonds | Equity | Unlisted Shares | Client Coordination | Documentation | Reconciliation | MIS | MS Excel | Financial Markets

📌 Executive- Investment Operations (Thane)
🏢 Econexx Wealth Private
📍 Thane