Wealth Operations Executive

2 days ago

Ahmedabad, 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.

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    3 weeks ago

    Ahmedabad, 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...

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    3 weeks ago

    Ahmedabad, 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...

  • Wealth Operations Executive

    3 weeks ago

    Ahmedabad, 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...

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    3 weeks ago

    Ahmedabad, India Equirus Full time

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

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    Ahmedabad, India Equirus Full time

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  • Wealth Operations Executive

    2 weeks ago

    Ahmedabad, India Equirus Full time

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