Operations Executive

Finatwork Financial Services; Bengaluru; On-site; INR 500,000 - 700,000; Full time

Benefits offered by this job

Relaxed work environment

Fixed work hours

Training and handholding

Multiple Career Growth paths

Job summary

Finatwork Financial Services in Bengaluru, Karnataka, is seeking a candidate to manage end-to-end wealth management operations. You will handle client onboarding, transaction execution, reporting, and MIS preparations, ensuring smooth operations and timely follow-ups.

The ideal candidate has a background in finance or commerce, shows zeal to understand financial markets, and communicates pleasantly with clients while ensuring prompt issue resolution.

Qualifications

• Finance/commerce background preferred.
• Interest in financial markets.
• Strong communication and prompt follow-up.

Responsibilities

• Manage end-to-end operations in a wealth management set-up, including client onboarding, transaction execution, reporting, and MIS preparations.

Skills

Finance/commerce background

Interest in financial markets

Strong communication skills

Job description

Role & responsibilities

Manage end to operations in a wealth mgmt set up (client onboarding, transaction execution, reporting and mis preparations)

Preferred candidate profile

• Ideal candidate would have finance/commerce background
• Have a zeal to understand financial markets
• Pleasant to talk, prompt in follow up and issue resolution

Perks and benefits

• Relaxed work environment
• Fixed work hours
• Training and handholding
• Multiple Career Growth paths