Wealth Operations Executive

2 weeks ago

Ahmedabad, India Equirus Full time

We are looking for a Wealth Operations Executive in our Wealth Distribution team at Ahmedabad.


Qualifications : Graduate


Experience: 3-5 years experience in operations.


Roles and Responsibilities :


  • Handling Mutual Funds division and end to end operations of MF trade processing.
  • MF corporate action process like dividend Pay-out /dividend reinvestment issue to clients by coordinating with RTA/AMC.
  • Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.
  • Coordination with RTA/ Other Vendors.
  • Smooth Branch coordination - to ensure minimal complaints and quick resolution.
  • Handling various day to day transaction activities.
  • Processing of Applications for new Accounts.
  • Support to RM’s regarding transactions, Portal, and Funds reconciliation.
  • Administrative support for all data entry on daily basis with MS Excel.
  • Reconciliation of brokerage with co-ordination with AMC / RTA.
  • Processing all service requests and follow up for updating of demographic changes.
  • Processing of Non-MF Transactions.

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