Hiring For Wealth Operations

Dear Candidate,

Hiring For Wealth Operations Manager For Mumbai (Andheri) location

Job Summary:

We are seeking a highly motivated and detail oriented individual to join our Wealth Operations

team on our Wealth Platform. The successful candidate will be responsible for smooth day- to - day operations of a Wealth Management firm, ensuring accurate and timely processing/ updation of clients transactions.

Key Responsibilities:

1. Transaction Executions: Perform transactions for various financial Products, including

Mutual Fund (MF), Alternative Investments Funds (AIF), Portfolio Management Services

(PMS), Bonds and Equities.

2. Record keeping and Reconciliation: Ensure accurate and timely updating of records, and

perform reconciliations to maintain data integrity.

3. Audit and Compliance: Assist in Audit related activities, ensure compliance with regulatory

requirements and maintain accurate records.

4. Process Improvement: Identify areas for Process improvement and suggest changes to

enhance operational efficiency.

Essential Skill Set Required:

• Minimum 4- 6 years of work experience in Wealth Management Operations or a related

financial services role.

• Proficiency in using Wealth Spectrum system/ Excel/ Microsoft word

• Bachelors degree in Finance, Accounting or a related field.

• Strong analytical and problem solving skills.

• Attention to detail and ability to maintain accuracy.

• Excellent communication and interpersonal skills.

• Ability to work in a fast- paced environment to meet deadlines.

If this profile is suitable, kindly send your resume @akshata.saindane@iiflcapital.com

Regards,

Team HR

IIFL Capital