Malabar Hill Mumbai Maharashtra Management trainee Jobs – 142 Open Jobs Today

Management Trainee - Operations (Wealth Management)
Blue Ocean Financial Services Pvt Ltd —Chembur, Mumbai, Maharashtra
- ₹3,00,000 - ₹3,50,000 a year
- Full-time
- Microsoft Excel
- English
- Microsoft Office
- Paid time off
- Flexible schedule
Quick apply
8d
Perfusionist
Asian Heart Institute —Mumbai, Maharashtra
- Full-time
- B.Sc
- Master's degree
- Bachelor's degree
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PHYSIOTHERAPIST
Nightingales Home Health Services —Mumbai, Maharashtra
- Part-time
- Master's degree
- Bachelor's degree
- Organisational skills
- Work from home
DCDP
Salad Days —Mumbai, Maharashtra
- Full-time
- Inventory management
- Cooking
- Diploma
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11d

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Management Trainee - Operations (Wealth Management)

Blue Ocean Financial Services Pvt Ltd
Chembur, Mumbai, Maharashtra

Quick apply

Job details

Full-time
₹3,00,000 - ₹3,50,000 a year
8 days ago

Benefits

Paid time off
Flexible schedule

Qualifications

Microsoft Excel
B.Com
English
Microsoft Office
Finance
Analysis skills
Bachelor's degree
BMS
BBA
Business Administration
Communication skills

Full job description

Job Description
Management Trainee – Client Operations (Wealth Management)

Location: Mumbai

About the Role

Kickstart your career with Blue Ocean Financial Services, a SEBI Registered Investment Advisory firm. This role is ideal for enthusiastic graduates looking to build a long-term career in Wealth Management through structured training, hands-on experience, and mentorship from industry professionals.

Key Responsibilities

Client Onboarding

· Assist in onboarding clients for Transaction and Advisory services.

· Support account opening and documentation for Mutual Funds (MF), Portfolio Management Services (PMS), and Alternative Investment Funds (AIF).

· Coordinate online and physical onboarding processes while ensuring timely completion and accuracy.

Data Management

· Maintain accurate client and investment records in the Investwell software.

· Upload, update, and reconcile transaction data received from various investment partners.

· Perform manual data uploads where required and ensure all records are complete and error-free.

Client Reporting

· Prepare and share client portfolio reports on a weekly, monthly, or quarterly basis.

· Ensure timely and accurate reporting of portfolio status and investment details.

· Assist in preparing MIS and operational reports as required.

Operational Support

· Coordinate with internal teams and investment partners to ensure smooth execution of client transactions.

· Maintain organized client documentation and records.

· Ensure accuracy, confidentiality, and compliance in all operational activities.

Who We're Looking For

· Fresh graduate in BBA / BMS / BAF / B.Com (Finance) or a related discipline.

· Strong communication and interpersonal skills. Excellent spoken English proficiency is mandatory.

· Good analytical ability with strong attention to detail.

· Basic knowledge of MS Excel and MS Office.

· Positive attitude, willingness to learn, and a high level of ownership.

· Interest in building a career in Wealth Management and Financial Services.

What You'll Learn

· Client onboarding and investment operations.

· Wealth management processes across Mutual Funds, PMS, and AIF.

· Portfolio reporting and client servicing.

· Investwell software and financial data management.

· Documentation, compliance, and operational best practices.

· Professional communication and stakeholder management.

Why Join Blue Ocean Financial Services?

· Structured training and mentorship to build a strong foundation in Wealth Management.

· Exposure to a hyper-growing Wealth Management company and a diverse range of investment products.

· Opportunity to work closely with experienced professionals and founders who are approachable, supportive, and invested in your learning and development.

· A professional, collaborative, and flexible work environment that values trust, ownership, continuous learning, innovation, and employee well-being.

· Excellent long-term career growth opportunities in the Wealth Management and Financial Advisory domain.

Pay: ₹300,000.00 - ₹350,000.00 per year

Benefits:

Flexible schedule
Paid time off

Work Location: In person

Quick apply

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Management Trainee - Operations (Wealth Management)

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