Opertions Executive Wealth Managment (Navi Mumbai)

Opertions Executive Wealth Managment (Navi Mumbai)

24 Oct
|
V- Financial Wealth
|
Navi Mumbai

24 Oct

V- Financial Wealth

Navi Mumbai

Hiring: Operations Executive – Wealth Management & Financial ServicesLocation: Navi Mumbai, Maharashtra

Experience: 0–1 Year

Industry: Wealth Management / Mutual Funds / Financial Services

We are looking for a detail-oriented, proactive, and well-spoken Operations Executive to join our team in Navi Mumbai. This is an excellent opportunity for a fresher or an early-career skilled who wants to build a strong career in wealth management and financial services operations.

- Key ResponsibilitiesHandle day-to-day backend operations related to mutual funds and wealth management.
- Process mutual fund transactions, including purchase, redemption, switches, and SIP registrations.
- Work efficiently on BSE StAR MF and MF Utility (MFU) platforms.
- Manage transaction entries, client documentation, data verification, and operational records.
- Coordinate with internal teams, distributors,



and relevant stakeholders to ensure smooth transaction processing.
- Track transaction status, resolve operational discrepancies, and ensure timely execution.
- Maintain accuracy, confidentiality, and compliance with established operational procedures.
- Mandatory RequirementsFemale candidates residing in Navi Mumbai only.
- 0–1 year of experience in backend operations with a wealth management company, mutual fund distributor, or financial services firm.
- Hands-on working knowledge of both BSE StAR MF and MF Utility (MFU) platforms is mandatory.
- Good verbal and written communication skills.
- Strong attention to detail, numerical accuracy, and organizational skills.
- Proficiency in MS Excel and basic computer applications.

📌 Opertions Executive Wealth Managment (Navi Mumbai)
🏢 V- Financial Wealth
📍 Navi Mumbai

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