Wealth Operations Executive

5 days ago

New Delhi, India Equirus Full time

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

  • Wealth Manager

    2 weeks ago

    Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...

  • Manager Wealth Management

    5 days ago

    new delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm focused on...

  • Manager wealth management

    11 hours ago

    New Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm...

  • Manager Wealth Management

    4 weeks ago

    New Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm focused on...

  • Manager Wealth Management

    2 weeks ago

    new delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm focused...

  • Manager Wealth Management

    4 weeks ago

    New Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...

  • Manager Wealth Management

    4 weeks ago

    New Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...

  • Manager Wealth Management

    4 weeks ago

    New Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - WealthManagement to join our team in New Delhi. This is an immediate opening for candidates who thrivein an entrepreneurial and high-impact environment.About Maple Capital AdvisorsMaple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking andadvisory...

  • Manager Wealth Management

    2 weeks ago

    New Delhi, India Maple Capital Advisors Full time

    Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors ( is a leading boutique investment banking and advisory firm focused on...

  • Wealth Management Operations Analyst

    2 weeks ago

    Delhi, Delhi, India Maple Capital Advisors Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Maple Capital Advisorsis seeking an experienced, high-performing Analyst - Wealth Managementto join our team in New Delhi. This is an immediate opening for candidates who thrive in anentrepreneurial, high-impact environment and have prior frontline experience in M&A and PrivateEquity transactions.About Maple Capital AdvisorsMaple Capital Advisors ) is a...