PFB the JD and details:
1) Client - Leading wealth mgr and financial services company
2) Role- Specialist- Wealth operations
3) Location - BMC- Mumbai
4) Experience - 6-10 years in wealth operations
-Role Overview:
We are seeking a Senior Wealth Operations Professional with 7-10 years of experience in handling end-to-end back-office and documentation processes across Mutual Funds, AIFs, PMS, Bonds, Structured Products, and other wealth products. The candidate should have prior experience in a wealth management firm or family office and be well-versed with regulatory, operational, onboarding and fee-related processes.
Key Responsibilities:-
● Transaction Processing: Execute and monitor client transactions across Mutual Funds, AIFs, PMS, Bonds, and other investment products.
● Documentation & Compliance: Handle end-to-end client documentation including onboarding of clients, account opening (KYC, CKYC), onboarding for AIFs/PMS, and
investment subscriptions. Ensure adherence to SEBI and AMFI regulations.
● Fee Management: Track and manage fees, commissions, brokerage structures, and revenue-sharing agreements with product partners and clients.
● Operational Support: Coordinate with custodians, R&T agents, product houses, and internal teams to ensure timely execution and reporting.● MIS & Reporting: Prepare internal MIS reports, client portfolio summaries, tax summaries, capital gains statements, and dashboards as required by senior
management and clients.
● Audit & Controls: Ensure all operational processes are audit-compliant and maintain proper documentation for internal and external reviews.
Qualifications & Experience:
● 7–10 years of relevant experience in wealth operations, documentation, and back-end processing.
● Prior experience in a wealth management firm, family office, or financial distribution company is mandatory.
● In-depth knowledge of Mutual Funds, AIFs, PMS, Bonds, and Structured Products.
● Strong understanding of KYC norms, regulatory guidelines, and investment documentation.
● Proficiency in Excel, MIS reporting tools, and operational software (Wealth Spectrum, Emphasys, MProfit or similar platforms).
● Detail-oriented with excellent communication and coordination skills.
What We Offer:
● Opportunity to work closely with the leadership team of a fast-growing multi-family office.
● Exposure to high-quality wealth products and sophisticated client portfolio
If the position interests you and you find a fitment kindly sahre your updated cv and the details at
Pay: ₹600,000.00 - ₹800,000.00 per year
Work Location: In person
