Associate - Operations

8 hours ago

Bengaluru, Karnataka, India 770eda91-2f3b-41d8-984d-f81166009da5 Full time ₹ 2,50,000 - ₹ 7,50,000 per year

Role & responsibilities

  • Support end-to-end PMS client onboarding, including application checks, KYC verification, coordination with custodians, and maintaining onboarding trackers.
  • Prepare periodic client reports, statements, and portfolio summaries with accuracy and share them with clients on time.
  • Coordinate with internal teams such as Compliance, Investment, Sales, and Operations to collect data and complete client requests.
  • Share required information and documents with custodians, brokers, auditors, and other external authorities.
  • Rack payments to all vendors, maintain payment logs, and coordinate with Finance for timely processing.
  • Maintain operational logs, MIS, and documentation for audits and regulatory requirements.
  • Handle day-to-day operational tasks such as data entry, updating spreadsheets, tracking requests, and filing documents.
  • Provide support during audits, compliance reviews, and regulatory submissions.

Preferred candidate profile

  • Bachelors degree in Commerce, Finance, Business Administration, or a related field.
  • Freshers or candidates with up to 2-3 years of experience in operations, finance, PMS, wealth management, or administrative roles.
  • Strong communication and coordination skills to work effectively with teams and external partners.
  • High attention to detail, organised work style, and strong follow-up abilities.
  • Basic proficiency in MS Excel and Google Sheets; comfortable handling data and documentation.
  • Quick learner with a positive attitude, reliability, and willingness to take ownership of tasks.
  • Ability to multitask, adhere to timelines, and maintain accuracy.
  • Professional, dependable, and able to maintain confidentiality of client and business information.

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