Wealth Operations Executive/ Specialist
6 days 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 Years Job 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 switchesReconcile portfolios, holdings, and NAVs using MoneyWare Integra or similar PMS toolsCoordinate with custodians, fund houses, and internal teams to resolve discrepanciesManage client onboarding documentation, KYC/AML checks, and compliance reportingGenerate and review portfolio reports, MIS, and dashboards for clients and managementEnsure adherence to SEBI and other regulatory guidelines applicable to wealth operationsSupport audits, internal controls, and process improvement initiativesProvide training or support to junior team members as required.Required Skills & Qualifications:Bachelor’s or Master’s degree in Finance, Commerce, or related field2–5 years of experience in wealth/portfolio operations, preferably in a bank, NBFC, or wealth management firmProficiency 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 skillsWorking knowledge of regulatory frameworks (SEBI, RBI, FATCA, CRS, etc.)Proficient in MS Excel and reporting toolsStrong communication and stakeholder management skills.Preferred (but not mandatory):NISM Series V-A: Mutual Fund DistributorsNISM Series X-A/X-B: Investment AdviserCFP, CWM, or any Wealth Management certification (desirable).
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Asset And Wealth Management
1 week ago
Bangalore, Karnataka, India Goldman Sachs Full timeJob Category Associate 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 institutions...
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Private Wealth Manager
5 days ago
bangalore, India equentis Full timeLocation – Bangalore/Mumbai Position: PMS Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client...
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Senior Vice President of Wealth Management
5 days ago
bangalore, India Banking and NBFC job Full timeVery urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: BengaluruIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having...
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Private Wealth Management Specialist
6 days ago
bangalore, India Antal International Full timeDirector / Partner Client RelationsLocations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, PuneJob ObjectiveTo acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations...
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Operational Specialist
2 days ago
bangalore, India Bexomi Technologies Private Limited Full timeCompany Description Bexomi Technologies Private Limited is a predictive cybersecurity company creating the world’s first Digital Immune System for Smart Cities. We combine Digital Twins, AI-driven anomaly detection, Blockchain logs, and Smart Contracts to protect IoT devices from potential attacks. Our solutions ensure predictive defense, automated...
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Marine Technical Operation Specialist
6 days ago
bangalore, India Sinotech Marine Full timeCompany DescriptionSinotech Marine, headquartered in Hong Kong, is a global maritime technical consulting and technology service company. Founded by senior maritime professionals, Sinotech Marine offers specialized independent technical consulting services worldwide to ship owners, buyers, shipping equity investors, banks, and ship brokers. We provide...
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Marine Technical Operation Specialist
5 days ago
bangalore, India Sinotech Marine Full timeCompany Description Sinotech Marine, headquartered in Hong Kong, is a global maritime technical consulting and technology service company. Founded by senior maritime professionals, Sinotech Marine offers specialized independent technical consulting services worldwide to ship owners, buyers, shipping equity investors, banks, and ship brokers. We provide...
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Tax Operations Specialist
2 weeks ago
Bangalore, India ABB Full timeAt ABB, we help industries outrun - leaner and cleaner. Here, progress is an expectation - for you, your team, and the world. As a global market leader, we’ll give you what you need to make it happen. It won’t always be easy, growing takes grit. But at ABB, you’ll never run alone. Run what runs the world. This Position reports to: Delivery Manager-Tax...
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Bangalore, Karnataka, India Goldman Sachs Full timeJob Category Analyst The Goldman Sachs Group Inc is a leading global financial services firm providing investment banking Global Markets and investment management services to a substantial and diversified client base that includes corporations financial institutions governments and high-net-worth individuals The firm is headquartered in New York...
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Onboarding and Operations Specialist
7 hours ago
bangalore, India Kepsten Inc. Full timeCompany DescriptionKepsten is a professional Canadian platform-based facility management company founded on principles of honesty, integrity, and trustworthiness. We are expanding our team and are looking for reliable and dedicated staff to join us. We believe in a supportive and structured work environment that values every team member. We provide full...
