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
