Operations Executive

Ckredence Wealth Management; Surat; On-site; INR 350,000 - 650,000; Full time

Job summary

Ckredence Wealth Management in Surat, Gujarat seeks a diligent client relations professional to manage onboarding, KYC, and account setup across multiple platforms. You will process transactions, maintain client data and generate portfolio reports with accuracy and timeliness.

Minimum 1–2 years of client handling experience is mandatory, with a focus on compliance and seamless client servicing. Immediate joiner preferred, role based in India, with on-site responsibilities.

Qualifications

• Minimum 1–2 years of client handling experience.
• Experience with client onboarding and KYC processes.
• Experience setting up client profiles on platforms.

Responsibilities

• Handle client onboarding documentation including KYC and client registration forms.
• Set up client profiles on various platforms (MFU, NSE).
• Coordinate account opening for MF, Stocks, PMS, and other products.
• Process transactions accurately with proper audit trails.
• Maintain client data, CRM records and portfolio reports.
• Support compliance requirements and SOP updates.

Skills

Client onboarding

KYC compliance

Transaction processing

Data management

CRM usage

Tools

CRM systems

Portfolio reporting

Job description

Role & responsibilities

Note :- Minimum 1 to 2 years of client handling experience mandatory.

Job description

Client Onboarding & KYC

Handle client onboarding documentation including KYC and client registration forms.

Ensure accurate and timely completion of client onboarding.

Set up client profiles on various platforms (MFU, NSE).

Verify client information and ensure compliance with onboarding documentation requirements.

Account Opening & Product Setup

Facilitate account opening for various assets such as MF, Stocks, PMS, International Platforms, Bonds, FDs, and other investment products.

Set up and check implementation platform accounts

Coordinate with product management teams and providers for account opening and activation.

Transaction Processing

Process financial and non-financial transactions (Purchase, redemptions, switches, etc.) accurately, with zero errors.

Set up and manage daily transaction processing with client communication and coordination.

Perform post-transaction checks and maintain audit trails.

Client Servicing & Data Management

Ensure new clients login credentials activation and platform access.

Maintain client masters, databases, CRM, KYC, and other data in internal systems.

Update portfolio reports and data for clients and maintain proper documentation.

Service client portfolio reporting needs, investment and tax reporting needs and other related requirements with quality and timeliness

Compliance & Reporting

Support compliance requirements on an ongoing basis including new SEBI IA documentation requirements and reporting.

Ensure adherence to internal SOPs and assist in periodic updates of Standard Operating Procedures.

General Office administration and coordination with documents team.

Preferred candidate profile

Male immediate joiner preferred