Job ID : JO00389

Wealth Operations

  • Mumbai
  • 1 month ago

Job Description

Requirements:
• Education – Any Graduate/ PG
• Experience of minimum 4 years in handling operations
• Candidate should also possess excellent communication skills to liaise effectively with
internal teams and external partners.
Responsibilities:
Financial Operations Management: Oversee and manage all operational activities related
to Mutual Funds, AIFs, and Third-Party PMS, ensuring accurate and timely execution of
transactions.
• Power of Attorney (POA) Execution: Execute POA for Mutual Fund transactions,
ensuring all documentation and processes are compliant with regulatory requirements.
• Transaction Recording: Accurately record all transactions in the Miles system,
maintaining up-to-date and precise records.
• Process Improvement: Identify and implement process improvements to enhance
operational efficiency and reduce errors.
• Compliance: Ensure all operational activities are in strict compliance with company
policies, procedures, and regulatory requirements.
• Reporting: Prepare and maintain regular reports on operational activities, ensuring
transparency and accuracy in all financial recording.
• Team Collaboration: Work closely with internal teams and external partners to ensure
smooth execution of operations and resolve any issues that may arise.


Job Requirement


Additional Information

Job Type : Full Time
Experience : 4 - 6 years
Location : Mumbai, India
Qualification : + Any

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