▷ 15h Left Wealth Operations Executive/ Specialist
3 weeks ago
Company Website: www.aqmtechnologies.comLinkedIn Website: https://www.linkedin.com/company/aqm-technologies/About Company:AQM Technologies Pvt. Ltd. (AQM), established in the year 2000, embarked on a mission to transform the testing experience into a 'HAPPY TESTING' journey for all stakeholders, particularly our valued employees. With a robust team of 1300+ professionals, an impressive 75% are ISTQB/ASTQB certified Quality Engineers, continually enhancing their domain expertise with certifications from III, AMFI, SEBI, and IIBF.Job Title: Wealth Operations Executive / SpecialistLocation: Ghatkopar, MumbaiEmployment Type: Full-TimeExperience Level: 3-6 YearsJob Summary:We are seeking a detail-oriented and experienced Wealth Operations professional to support back-office and middle-office activities within our Wealth Management division. The ideal candidate will have hands-on experience with MoneyWare Integra, Miles Software, and other portfolio management systems, ensuring seamless operational support, regulatory compliance, and excellent client service delivery.Key Responsibilities:- Oversee daily operational activities for wealth management products (Mutual Funds, PMS, AIFs, Bonds, etc.) - Process client transactions including subscriptions, redemptions, transfers, and switches - Reconcile portfolios, holdings, and NAVs using MoneyWare Integra or similar PMS tools - Coordinate with custodians, fund houses, and internal teams to resolve discrepancies - Manage client onboarding documentation, KYC/AML checks, and compliance reporting - Generate and review portfolio reports, MIS, and dashboards for clients and management - Ensure adherence to SEBI and other regulatory guidelines applicable to wealth operations - Support audits, internal controls, and process improvement initiatives - Provide training or support to junior team members as required.Required Skills & Qualifications:- Bachelor's or Master's degree in Finance, Commerce, or related field - 2–5 years of experience in wealth/portfolio operations, preferably in a bank, NBFC, or wealth management firm - Proficiency in MoneyWare Integra (by Wealth Spectrum) and/or Miles Software (MoneyWare / Private Wealth Management tools) - Strong understanding of wealth management products (MFs, AIFs, PMS, Insurance, Bonds) - Excellent analytical, reconciliation, and problem-solving skills - Working knowledge of regulatory frameworks (SEBI, RBI, FATCA, CRS, etc.) - Proficient in MS Excel and reporting tools - Strong communication and stakeholder management skills.Preferred (but not mandatory):- NISM Series V-A: Mutual Fund Distributors - NISM Series X-A/X-B: Investment Adviser - CFP, CWM, or any Wealth Management certification (desirable).
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Wealth Operations Executive/ Specialist
3 weeks ago
Mumbai, India AQM Technologies Full timeCompany Website: www.aqmtechnologies.com LinkedIn Website: https://www.linkedin.com/company/aqm-technologies/ About Company: AQM Technologies Pvt. Ltd. (AQM), established in the year 2000, embarked on a mission to transform the testing experience into a 'HAPPY TESTING' journey for all stakeholders, particularly our valued employees. With a robust team of...
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Wealth operations executive/ specialist
4 weeks ago
Mumbai, India AQM Technologies Full timeCompany Website: In Website: Company:AQM Technologies Pvt. Ltd. (AQM), established in the year 2000, embarked on a mission to transform the testing experience into a 'HAPPY TESTING' journey for all stakeholders, particularly our valued employees. With a robust team of 1300+ professionals, an impressive 75% are ISTQB/ASTQB certified Quality Engineers,...
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Wealth Operations Executive/ Specialist
3 weeks ago
Mumbai, India AQM Technologies Full timeCompany Website: Website: Company:AQM Technologies Pvt. Ltd. (AQM), established in the year 2000, embarked on a mission to transform the testing experience into a 'HAPPY TESTING' journey for all stakeholders, particularly our valued employees. With a robust team of 1300+ professionals, an impressive 75% are ISTQB/ASTQB certified Quality Engineers,...
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Wealth Operations Executive/ Specialist
3 weeks ago
Mumbai, India AQM Technologies Full timeCompany Website: Website: Company:AQM Technologies Pvt. Ltd. (AQM), established in the year 2000, embarked on a mission to transform the testing experience into a 'HAPPY TESTING' journey for all stakeholders, particularly our valued employees. With a robust team of 1300+ professionals, an impressive 75% are ISTQB/ASTQB certified Quality Engineers,...
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Wealth operations executive/ specialist
4 weeks ago
Mumbai, India AQM Technologies Full timeCompany Website: In Website: Company:AQM Technologies Pvt. Ltd. (AQM), established in the year 2000, embarked on a mission to transform the testing experience into a 'HAPPY TESTING' journey for all stakeholders, particularly our valued employees. With a robust team of 1300+ professionals, an impressive 75% are ISTQB/ASTQB certified Quality Engineers,...
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15h Left: Manager – Wealth
3 weeks ago
Mumbai, India RenewBuy Full timeJob Description Job Summary: We are seeking a dynamic and results-driven Relationship Manager to manage high-value client relationships and offer personalized life insurance solutions to HNIs and affluent customers. The role involves meeting clients, understanding their financial and insurance needs, and recommending suitable life insurance and allied...
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Risk and Documentation Specialist
1 week ago
Mumbai, Maharashtra, India Crystal Peak Wealth Full time ₹ 4,00,000 - ₹ 8,00,000 per yearLocation: Goregaon East, MumbaiType: Full-timeExperience: 2 years preferredIndustry: Financial Services / Wealth Recovery / DematerialisationAbout Crystal Peak WealthCrystal Peak Wealth is a trusted firm specializing in the end-to-end dematerialisation and recovery of old physical share certificates for investors across India. We help clients unlock hidden...
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TriGen Wealth
2 weeks ago
Mumbai, India Prime Trigen Wealth Limited Full timeJob Opportunity at Prime Trigen Wealth Limited.Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 cities!We're...
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Tax Operations Analyst
4 weeks ago
Mumbai, India JP Morgan Chase & Co. Full timeJob Description Join J.P. Morgan Asset & Wealth Management, a global leader with $2.4 trillion in client assets. Be part of a dynamic team driving excellence in tax reporting and compliance across international markets. Elevate your career by leading innovative solutions in wealth management operations. Job Summary As a Team Leader in the IPB Tax team within...
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▷ 3 Days Left: Reference Data Specialist
4 weeks ago
Mumbai, India JP Morgan Chase & Co. Full timeJob Description J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide. As a Reference Data Specialist in J.P. Morgan Wealth Management, you execute assigned operational tasks within the group, supporting client onboarding and maintenance. You...
