Role Overview
We are looking for a detail-oriented Operations Executive to handle client onboarding and investment account operations across PMS, AIF, Banking, and Custody.
Key Responsibilities
- End-to-end account opening and onboarding for multiple client types (NRI, individual, corporate, HUF, LLP, trust), including KYC, documentation, and compliance.
- Maintain accurate client records, track onboarding status, and coordinate with legal/compliance before account activation.
- Back-office operations: update account and transaction data, reconcile portfolios and bank/custodian statements, respond to investor queries, and prepare MIS/operational reports.
- (Added advantage) Support trade execution and settlement for PMS/AIF portfolios and ensure deal-level reporting is timely and compliant.[novia-global]
Qualifications & Skills
- Graduate/Postgraduate in Commerce, Finance, Business Administration, or related field; NISM certifications preferred.
- 3+ years in financial operations (PMS, AIF, broker, custodian, AMC) with hands-on client onboarding and SEBI-regulated products.
- Strong back-office and trade life-cycle understanding; proficient in Excel and portfolio/back-office tools.
- High attention to detail, strong documentation discipline, good communication, and ability to manage multiple deadlines.
What We Offer
- Growth-oriented work environment in wealth management.
- Exposure to sophisticated PMS/AIF products and institutional-grade processes.
- Structured learning and career development, with competitive compensation aligned to experience.
Pay: ₹30,000.00 - ₹40,000.00 per month
Work Location: In person
