Welfin is looking for a young and detail-oriented *Wealth Management Associate – Operations & Analytics* to support our Wealth Management team in client onboarding, mutual fund transaction execution, portfolio operations and basic portfolio analysis.

The role will be *primarily operations and execution oriented*, with exposure to portfolio analytics and wealth management.

Key Responsibilities:

Investment Operations & Execution – Primary Responsibility:

* Handle end-to-end client onboarding including KYC, CAN, FATCA and NACH mandates.

* Process mutual fund transactions including purchases, redemptions, switches, SIP/STP/SWP and related service requests.

* Coordinate with AMCs, CAMS, KFintech and other service providers.

* Track pending transactions and ensure timely resolution.

* Maintain accurate client and transaction records.

* Perform transaction and portfolio reconciliation.

Portfolio Analytics – Secondary Responsibility:

* Assist in preparation of client portfolio reports.

* Track basic portfolio performance including *XIRR, CAGR and absolute returns*.

* Review asset allocation and identify basic concentration/duplication issues.

* Assist the Wealth Manager in preparing portfolio review reports.

* Monitor deviations from recommended asset allocation and flag them to the senior team.

MIS & Reporting:

* Maintain daily/weekly operational MIS.

* Update CRM and portfolio management systems.

* Prepare transaction and client-level reports.





* Support digitisation and automation of operational processes.

Who We Are Looking For----

* Graduate in **B.Com/BBA/Finance/Economics** or related discipline.

* 0–2 years of experience in mutual fund, wealth management, banking, broking or financial-services operations.

* Freshers with strong financial knowledge may also apply.

* Positive knowledge of *MS Excel/Google Sheets*.

* Basic understanding of Mutual Funds and investment products.

* Good numerical and analytical ability.

* Strong attention to detail.

* Good communication and follow-up skills.

* Ability to coordinate with multiple stakeholders.

Preferred----

* *NISM Series V-A* certification or willingness to obtain it.

* Exposure to CAMS/KFintech/BSE Star MF.

* Basic understanding of XIRR and CAGR.

* Internship or prior experience in wealth management/MF operations.

What the candidate will learn---

The candidate will get practical exposure to:

*Client Onboarding → KYC → MF Transaction Execution → RTA Coordination → Reconciliation → Portfolio Reporting → Portfolio Analytics*

This makes the role particularly suitable for someone who wants to build a career in *Wealth Management / Investment Operations / Portfolio Management*.

Contact Number: +91-XXXXXXXXXX

Pay: ₹17,000.55 - ₹22,000.52 per month

Benefits:

- Paid sick time
- Paid time off

Work Location: In person

📌 Wealth Management Associate – Operations & Analytics (Bidhannagar)
🏢 Welcon Financials
📍 Bidhannagar