02/09/2025 Wealth manager

3 days 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

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