Vashi Navi Mumbai Maharashtra Wealth manager Jobs – 403 Open Jobs Today

Operations Associate - International Wealth Platform
Morningstar —Mumbai, Maharashtra
- Full-time
- Hybrid work
- Microsoft Excel
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- Analysis skills
District Relationship Manager
eKosh Financial Services Pvt Ltd —Mumbai, Maharashtra
- ₹4,50,000 - ₹5,50,000 a year
- Full-time
- Business development
- Bachelor's degree
- Product management
Quick apply
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Manager - Business Consulting Risk - FS - CNS - Risk - Process & Controls - Mumbai
EY —Mumbai, Maharashtra
- Bachelor's degree
- Agile
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Senior Manager - Sales (International Marine Engine Business)
Neptunus Power Plant Services —Navi Mumbai, Maharashtra
- Sales
- Master's degree
- Business development
Digital Wealth Relationship Manager
FINNOVATE —Mumbai District, Maharashtra
- ₹4,00,000 - ₹10,00,000 a year
- Full-time
- Finance
- Bachelor's degree
- In-person
Quick apply
Senior Manager - Business Consulting Risk - FS - CNS - RISK - FSRM - Mumbai
EY —Mumbai, Maharashtra
- Computer Science
- SQL
- Bachelor's degree
9h
RM-Wealth
HDFC Bank —Mumbai, Maharashtra
- Research
- Travel
- No travel
Operations Manager – Wealth Management (Insurance and Investments)
Pratham Services Fincorp LLP —Mulund, Mumbai, Maharashtra
- ₹30,000 - ₹60,000 a month
- Full-time
- Team management
- Accounting
- In-person
- Paid time off
- Cell phone reimbursement
Quick apply
13d
Product Manager II-(Growth)
Upstox —Mumbai, Maharashtra
- Analysis skills
- Product management
- Communication skills
Executive - SaT - National - SaT - TCF - Valuation - Mumbai
EY —Mumbai, Maharashtra
- Civil engineering
- Microsoft Excel
- Master's degree
1d
Lead Business Manager
Nomura —Mumbai, Maharashtra
- Microsoft Office
- SharePoint
- Agile
Program Lead - India Strategy Private Bank
Barclays —Mumbai, Maharashtra
- Computer Science
- PMP
- Engineering
14d
Technology Program Manager
Persistent —Mumbai, Maharashtra
- Full-time
- Hybrid work
- PMP
- Analysis skills
- Project management
- Flexible schedule
6d
Manager / Sr. Manager - New Initiatives
Franklin Templeton Investments —Mumbai, Maharashtra
- Full-time
- Project management
- Agile
- Communication skills
- Health insurance
- Paid time off
Product Development Manager
Digital Edge DC —Mumbai, Maharashtra
- Engineering
- English
- Analysis skills
12d
Senior Wealth Manager
Promore —Kandivali, Mumbai, Maharashtra
- ₹4,50,000 - ₹5,50,000 a year
- Full-time
- Math
- Financial services
- In-person
- Cell phone reimbursement
Quick apply
Wealth Manager
Oceano Apex Pvt Ltd —Mumbai District, Maharashtra
- ₹25,000 - ₹45,000 a month
- Full-time
- Sales
- Marketing
- Finance
Quick apply
11d
Relationship Manager - Wealth - Mumbai - Embassy Vikhroli - JM
TATA Capital —Mumbai, Maharashtra
- Full-time
- Master's degree
- MBA
Relationship Manager
Finoviser Financial Services —Navi Mumbai, Maharashtra
- Master's degree
- Analysis skills
- Bachelor's degree
Relationship Manager
DigiRecruitx —Mumbai District, Maharashtra
- ₹6,00,000 - ₹8,00,000 a year
- Full-time
- Finance
- Master's degree
- Bachelor's degree
Quick apply
14d

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Operations Associate - International Wealth Platform

Morningstar -
Mumbai, Maharashtra

Apply Now

Job details

Full-time

Qualifications

Jira
Microsoft Excel
Salesforce
Analysis skills
Organisational skills
Computer skills
Financial services
Communication skills
Time management

Full job description

Title: Operations Associate

Teams: Wealth Management Operations – International Wealth Platform

Shift: Shift Timings: 12pm to 9pm

Job Location: Vashi, Navi Mumbai

Eligibility:

Graduation and above in any discipline

The Group:
Morningstar’s Wealth Management Operations group is a global team guided by Morningstar’s investment principles focused on delivering great long-term investment results to help end-investors reach their financial goals. We use our expertise in Asset setup/ allocation, investment selection, bank and trade reconciliation, Fee collection & payments, Audit fees, performance reporting, income distributions, factsheet reporting and portfolio reconciliation to create world-class investment strategies leveraging the full resources of Morningstar. The group specializes in multi-asset investing, using equities, fixed income, and alternative investments to construct robust portfolios. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.

The Role:
Morningstar seeks a Operations Associate to join our Wealth Operations Team. This will be a key role in our mission to provide an exceptional client experience. This position is based in our Mumbai office.

Responsibilities:

Independently maintain a high sense of ownership of the issues in the product ticket queue to be responsive and provide timely updates, follow-up, expedition, and resolution.
Independently prioritize issues and workload by severity and impact, while ensuring quality and meeting deadlines.
Independently analyse, recreate, document, communicate and monitor escalated issues using Salesforce, Jira, and other internal applications and reporting tools.
Develop and maintain expertise in Wealth Management operation products, supported platform, Standard Operating Procedures for workflows, and client related documentation.
Recognize patterns among repetitive problems and work to resolve the root causes by collaboration with other teams.
Contribute to ongoing efforts to streamline and improve processes.

Maintaining all security procedures mandated by management to ensure safekeeping of critical client data.
Work with external and internal stakeholders to ensure the production is timely and meet required quality standards.
Identify areas of improvement across the team and proactively take steps to improve those processes by offering ideas.
Complete administration functions as required on the Investment platform: including (but not limited to): deposits, withdrawals, client account maintenance, management information and reports for clients, checking data is accurate and clean on the platform.
Monitor discrepancies and liaise with the onshore team.
Internal and external client money & custody asset reconciliations.
Process corporate action events and income distributions.
Assist other staff with additional workload time allows.

Competencies:

Strong communication skills.
Strong analytical and quantitative skills.
Attention to Detail.
Methodical Problem-Solving Skills.
Excellent Organization Skills (Email, Task Management, Follow-up).
Self-Motivated.
Goal Oriented.
Team Player.

Requirements:

Up to 2 years of experience in the financial services industry.
An understanding of the Financial Services marketplace that applies to Wealth Managers.
Proactive with a strong initiative, excellent organizational skills, and the ability to manage multiple priorities.
Excellent organisation and time management skills.
Ability to multi-task and prioritise effectively.
Knowledge of investment instruments across all asset classes would be advantageous.
Focuses on meeting commitments and delivering results to a high standard.
Robust analytical and problem-solving skills with detail orientation and accuracy.
Excellent computer & Excel skills.
Demonstrate self-motivation in an independent, fast-paced work environment.
Excellent oral, written, and interpersonal communication skills.

Morningstar is an equal opportunity employer.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.

I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal Entity

Apply Now

Refine Your Search

wealth manager jobs in vashi navi mumbai maharashtra

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