What you'll do -

- Handle front-office operations for an assigned set of clients:be their first point of contact over phone, WhatsApp, email and in person, answer their queries, and schedule meetings and reviews with the advisor.
- Handle back-office operations for the same set of clients:process mutual fund and SIF transactions (investments, redemptions, SIPs, switches), KYC and nominee or bank updates, and insurance policy servicing such as renewals and documentation.
- Keep client records accurate and confidential, track every request until it's closed, and coordinate with fund houses, registrars and insurers when needed.

Who we're looking for -

Someone who has worked in any client-facing role. Candidates from operations roles or executive secretary roles are also welcome, as long as they communicate clearly.





Skills that will set you apart-

- Clear, polite communication with clients, especially when following up for documents or giving an update they weren't expecting
- Attention to detail in paperwork and records, since you handle both the client conversation and the back-office work
- Ownership of every request until the client confirms it is closed
- Comfort learning recent online tools and platforms quickly

How we'll grow you -

- On-the-job training in wealth operations: KYC, transactions and servicing processes
- Support to prepare for NISM certifications
- Mentoring from the team as you take on more responsibility

📌 Service Executive (Client Operations) - Bewealthwise Finanicals (Mumbai)
🏢 Wealth India Financial Services
📍 Mumbai