Operations Executive

16 hours ago

Pune, Maharashtra, India Proventos Wealth Pvt Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per year

We're Hiring – Operations Executive (Pune)

Proventos Wealth Pvt. Ltd., a boutique wealth management firm completing 15 years in 2025, is looking to add a new member to our Operations Team. This role is crucial in strengthening our back-office, ensuring smooth execution of transactions, and supporting client servicing as we scale.

What you'll do:


• Process investment transactions across Mutual Funds, PMS, AIFs, and Insurance.


• Manage compliance & documentation (KYC, CKYC, FATCA, nominations).


• Prepare client portfolio reports and internal MIS dashboards.


• Coordinate with AMCs, RTAs, custodians, and Directors & Associate Partners on client servicing requirements.


• Contribute to building Standard Operating Procedures (SOPs).

Who we're looking for:


• Smart fresher with strong MS Excel & communication skills OR 1–2 years of experience in financial operations.


• Comfortable learning financial tools & platforms (Fundzbazar, CAMS, MFU, etc.).


• Detail-oriented, reliable, and eager to grow with a boutique firm.

Location: Salunkhe Vihar Road, Pune

At Proventos, you'll be part of a close-knit team where every member's contribution is visible, valued, and shapes the firm's growth. If you're looking for a role where learning is fast, responsibility is high, and growth is real, this opportunity is for you.

Apply now: Send your CV to

⸻

Disclaimer: Proventos Wealth Pvt. Ltd. is not a SEBI-registered Investment Advisor (RIA). We position ourselves as a boutique wealth management firm, offering distribution and client-servicing solutions across Mutual Funds, PMS, AIFs, Insurance, and related financial products.

WealthManagement #OperationsHiring #ProventosWealth #TeamProventos #FinanceJobs #PuneJobs

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