Wealth Operations Executive

3 days ago

India Equirus Full time

**About Equirus**
- Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.

We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors.

**About the Role**

**Operations Executive**
- This role reports to Team Lead - Wealth Ops_

**Job description**
- 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 mínimal 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.

**Location(s)**

Ahmedabad

**Role Requirement**
**(Qualification & Experience)**
- Graduate
- 3+years of experience in Operations
- Have great command over English.
- Should have strong internal communication and coordination skills.
- Preferable to have experience on KYC and Mutual Fund transaction processing. Preferable to have hands-on experience of BSE star platform**About the Job**:

- Salary:

- Negotiable

Company:

- Equirus

Role:

- Wealth Operations Executive

Category:

- Wealth MIS & Operations

**Location**:

- Ahemdabad, India, Asia

Employment Type:

- Full time

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