Operations - Wealth

Equirus Wealth; Ahmedabad; On-site; INR 350,000 - 600,000; Full time

Job summary

Equirus Wealth is seeking a skilled Operations Professional to manage end-to-end Mutual Funds trade processing and back-office activities. You will coordinate corporate actions, monitor daily operations, and support relationship managers with transactions and reconciliation.

The role requires a Graduate with 3+ years in Operations, strong English communication, and good coordination abilities. Knowledge of KYC and MF transactions is preferred, with attention to accuracy and process discipline.

Qualifications

• Graduate with 3+ years of experience in Operations.
• Strong English communication and coordination skills.
• Experience in Mutual Funds operations or KYC is preferred.

Responsibilities

• Handle Mutual Funds division and end-to-end MF trade processing.
• Coordinate MF corporate actions with RTA/AMC and clients.
• Monitor day-to-day operations including transaction processing, allotment, payouts, and controls.
• Coordinate with RTA/other vendors to ensure smooth processing.
• Support branch coordination to minimize complaints and resolve issues quickly.
• Process applications for new accounts and maintain data entry in MS Excel.
• Assist RM's with transactions, portal access, and funds reconciliation.
• Reconcile brokerages in coordination with AMC/RTA.
• Process service requests and update demographics as needed.
• Handle non-MF transactions as required.

Skills

English communication

Coordination

Attention to detail

Education

Graduate

Tools

MS Excel

Job description

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

Requirements: