Operations - Wealth

Equirus; Ahmedabad; Presencial; INR 360 000 - 540 000; Tempo integral

Resumo da oferta

Equirus in Ahmadabad, India seeks an experienced Operations professional to manage mutual funds end-to-end and coordinate corporate actions with RTA/AMC. The role covers transaction processing, KYC, audits, and vendor coordination, with daily data entry and customer service support.

You will work closely with RMs and branches to ensure smooth processing of new accounts and fund reconciliations, while maintaining high standards of accuracy and compliance.

Qualificações

• Graduation completed with strong grasp of financial operations.
• Excellent English communication and coordination abilities.
• Experience in mutual funds operations is preferred.

Responsabilidades

• Oversee MF operations and end-to-end trade processing.
• Coordinate MF corporate actions with RTA/AMC.
• Monitor day-to-day ops: settlements, KYC, audits, and controls.
• Collaborate with RTA and other vendors.
• Support branch and resolve routine issues promptly.
• Process new account applications and transactions.
• Assist relationship managers with portal and fund reconciliation.
• Data entry support using MS Excel; reconcile brokerage with AMC/RTA.
• Handle service requests and update demographic changes.
• Process non-MF transactions as required.

Conhecimentos

Operations management

English proficiency

Coordination skills

Formação académica

Graduation

Descrição da oferta de emprego

Ahmadabad City, India | Posted on 11/13/2026

Equirus, a mid- market, full service Financial Services provider, backed by prominent investors and founded in July 2007. Since then Equirus have been providing investment banking & related advisory services for Indian Corporates. Equirus has been a house banker for many of its clients providing for Private Equity, Mergers & Acquisitions, Equity Capital, Debt Capital and Structured Finance advisory. Over the last 13 years, Equirus has built impeccable credentials and market standing across domains and has created a niche for itself in its ability to structure and deliver transactions in-line with client requirements with closing over 150 successful transactions across Capital raising and M&A. Equirus has an Institutional equities arm and the Research house which covers more than 192 stocks across sectors and has created a niche for itself in an extremely competitive environment. It is increasingly getting identified as the go-to house for mid-caps companies amongst Domestic as well as foreign institutional investors. The Portfolio Management Services launched in 2016 has recorded an exceptional performance of its Equirus Long Horizon Fund since inception. Equirus has now forayed into the wealth business to offer investment solutions to high networth individuals (HNIs) and mass affluent clients. Equirus Wealth is a holistic Wealth Platform formed with the objective of providing Client Centric, Comprehensive and Transparent services for Individuals, Families and Corporates.

Job Description

Candidate shall be responsible for:

• Handling Mutual Funds division and end to end operations of MF trade processing.
• MF corporate action process like dividend Pay-out /dividend reinvestment issue to clients by coordinating with RTA/AMC.
• Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.
• Coordination with RTA/ Other Vendors.
• Smooth Branch coordination - to ensure minimal complaints and quick resolution.
• Handling various day to day transaction activities.
• Processing of Applications for new Accounts.
• Support to RM's regarding transactions, Portal, and Funds reconciliation.
• Administrative support for all data entry on daily basis with MS Excel.
• Reconciliation of brokerage with co-ordination with AMC / RTA.
• Processing all service requests and follow up for updating of demographic changes.
• Processing of Non MF Transactions

Requirements

• Graduate
• 3+years of experience in Operations
• Have great command over English.
• Should have strong internal communication and coordination skills.
• Preferable to have experience on KYC and Mutual Fund transact