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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
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.
● 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.
● 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