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Operations Associate

1 month ago

Chennai Tamil Nadu India, Tamil Nadu Seeco Wealth Full time
Apply only if you have prior experience in the mutual fund, insurance, KYC KRA or asset management industry.

Seeco Wealth is a wealth management firm that provides personalized wealth solutions focusimg on individual stories rather than products or commissions. We established a client-first approach driven, free from generic advice and hidden fees. Our unique model involves in-depth understanding and ongoing relationships, with dedicated wealth consultants always available for comprehensive support.

We offer a wide range of services including mutual funds, equity investments, fixed income solutions, portfolio management, insurance, tax planning, and exclusive investment opportunities, serving clients at all wealth levels.

Role Description

This is an on-site role for an Operations Associate located in Alwarpet, Chennai.

You will be required to support senior consultants in client onboarding, portfolio management, preparing detailed reports, and handle admin/compliance tasks.

You will be responsible for:
* Client onboarding
* Responding to client inquiries and scheduling meetings
* Executing investment transactions
* Preparing and distributing routine performance reports
* Attending industry webinars/seminars
* Assist in organizing events

Qualifications
* Relevant experience in Asset Management / Mutual Fund / Insurance industry
* Proficiency in English is must
* Strong understanding of Finance and Investments