Econexx Wealth Private Limited | PlanMoney 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.

- 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.
- 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.

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