Gurgaon, Haryana
Job Summary
To oversee customer support operations, ensuring efficient data management, high-quality interactions, and continuous workflow improvements.
Key Responsibilities
1. Direct The Resolution Of Customer Queries And Issues Via Email Or Chat, Ensuring Swift And Effective Responses.
2. Managing Troubleshooting Tasks, Providing Effective Solutions, And Escalating Complex Issues To Higher Levels Of Support When Necessary
3. Evaluate Operational Workflows, Identifying Inefficiencies And Suggesting Enhancements For Improvement.
4. Ensure The Quality And Precision Of Processed Data And Customer Interactions Are Maintained At The Highest Standards.
5. Oversee The Accurate Entry, Updating, And Management Of Data Across Multiple Systems And Databases.
Other Requirements
Job Description
Role: Business Operations Analyst – Wealth Management
Experience: 1–2 Years
Level: Junior / Entry-Level Professional
Role Summary
The role will focus on operational execution across investment products, account servicing, and transaction processing, ensuring high accuracy, compliance, and client service excellence. This is an excellent opportunity for early-career professionals to gain exposure to wealth management operations, financial products, and process transformation.
Key Responsibilities
Support execution of wealth management transactions such as subscriptions, redemptions, switches, and transfers
Process trade instructions and ensure accurate recording in internal systems
Validate transaction details, pricing, and settlement requirements
Assist in account onboarding, KYC verification, and documentation checks
Maintain and update client records in line with regulatory standards
Handle servicing requests including account updates, portfolio changes, and reporting
Perform daily/periodic reconciliation of transactions, positions, and cash balances
Prepare operational MIS reports and dashboards
Identify discrepancies and support resolution within defined timelines
Collaborate with portfolio managers, advisors, custodian teams, and operations units
Respond to internal and external queries related to transactions and accounts
Ensure seamless coordination across front, middle, and back-office teams
Adhere to SOPs and service level agreements (SLAs)
Identify opportunities for process improvement, standardisation, and automation
Support digital transformation initiatives within wealth operations
Ensure adherence to KYC/AML regulations, compliance frameworks, and audit requirements
Maintain strict confidentiality of client and transaction data
Escalate risks, breaches, or discrepancies proactively
Required Skills & Qualifications
Education
Bachelor’s degree in Finance, Business Administration, Economics, or related field
Experience
1–2 years of experience in:
Wealth Management / Investment Operations (preferred)
OR BFSI / financial services operations
Core Skills
Basic understanding of financial products (mutual funds, equities, bonds preferred)
Strong numerical and analytical ability
High attention to detail and accuracy
Proficiency in MS Excel (formulas, data analysis, reporting)
Good written and verbal communication skills
Preferred Skills
Exposure to KYC/AML processes and regulatory compliance
Knowledge of trade lifecycle and investment operations
Experience in working with financial systems or CRM platforms
Key Competencies
Strong process orientation and discipline
Customer and client-focused approach
Ability to work in deadline-driven environments
Collaboration and teamwork
Continuous learning mindset
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