02/09/2025 Wealth manager

4 weeks ago

Bengaluru, Karnataka, India Weekday AI Full time
This role is for one of Weekday's clients
Salary range: Rs 500000 - Rs 800000 (ie INR 5-8 LPA)
Min Experience: 3 years
Location: Bangalore
JobType: full-time

Requirements

Key Responsibilities:

AIF and investor operations:

- Handling KYC and onboarding of the investors on the platform
- Handling queries related to their investments
- Managing settlements & reconciliations of funds
- Continuous automation of operations by designing and implementing SOPs to optimize and enhance the ongoing customer operations and experience
- Work with product, technology, compliance, and business teams to understand and address new developments and regulations and help in managing the entire project from incubation to release stage
- Work with various financial intermediaries/stakeholders on AIF reporting, compliance and data management

Transaction management:

- Lead end-to-end transaction cycle of start-up deals, from onboarding to final closure
- Coordinate with startup founders and other stakeholders to execute defined workstreams in the transaction process
- Collaborate with legal and operational teams to ensure smooth execution and mitigate risks

New initiative:

- Support IC strategic initiatives including product and business development activities
- Support organizing Demo days, learning sessions & other events

The Ideal Candidate:

- Postgraduate or MBA or CA/CS with about 2-3 years of work experience
- Experience with client operations, fund operations, and transaction management is essential
- Understanding of the SEBI regulations concerning KYCS
- Outstanding track record of academic achievement with excellent communication skills
- Has attention to detail, structured approach, and thrives for excellence
- Passionate about early-stage investing, technology and start-ups
- Temperament to work in cross-functional teams and ability to interact and coordinate with other businesses, teams, and individuals for execution
- Knows their way around Excel and PPT

  • Senior Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Wealth Management Advisor

    4 days ago

    Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...

  • Project Manager. Information Technology. Aster Whitefield

    2 days ago

    Bengaluru, Karnataka, India Aster Sanad Hospital Full time ₹ 3,50,000 - ₹ 4,50,000 per year

    KARNATAKA, IndiaTrendingJob InfoJob Identification 27563Job Category Enabling & SupportPosting Date 07/12/2025, 07:31 AMLocations Aster DM Healthcare, BENGALURU, KARNATAKA, 560066, INApply Before 09/30/2025, 02:01 AMJob Schedule Full timeSimilar JobsWe use cookies. By using our website you agree to our Cookie Policy. Learn more

  • Asset And Wealth Management

    4 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    Job Category Analyst About Goldman Sachs At Goldman Sachs we connect people capital and ideas to help solve problems for our clients We are a leading global financial services firm providing investment banking securities and investment management services to a substantial and diversified client base that includes corporations financial...

  • Wealth Manager

    4 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business AnalystExperience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The application...

  • Wealth Manager

    4 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 years Offshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time. Domain: Banking only Job Location: Dubai Budget: 23 to 27 LPA Notice Period: Immediate Job Description: They are converting a lot of their paper-based journeys to digital...

  • Wealth Manager

    3 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...

  • Wealth Manager

    3 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...

  • Wealth Manager

    2 days ago

    Bengaluru, Karnataka, India Tech Mahindra Full time ₹ 2,30,000 - ₹ 2,70,000 per year

    Title: BA Wealth Digital Business AnalystExperience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The application...

  • Wealth Manager

    3 weeks ago

    Bengaluru, Karnataka, India equentis Full time

    Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...