Wealth Manager

Jain International Trade Organisation - India; Mumbai; On-site; INR 600,000 - 800,000; Full time

Job summary

Mozno Wealth is seeking a Wealth Operations Executive in Mumbai to support their wealth management practice. This role entails managing end-to-end investment operations across various financial products, ensuring a professional client experience during onboarding, and maintaining meticulous documentation.

The ideal candidate should be detail-oriented and capable of resolving client queries efficiently. Requirements include experience in investment operations and familiarity with KYC processes.

Qualifications

• Experience in wealth management or investment operations.
• Detail-oriented with a client-focused approach.
• Ability to handle KYC and related documentation.

Responsibilities

• Manage investment operations, settlements, and reconciliations.
• Handle client onboarding, including KYC and related documentation.
• Execute mutual fund transactions such as purchases, redemptions, SIPs, and switches.

Skills

Client interaction

Investment operations

Documentation

Reconciliation

Reporting

Coordination

Tools

CRM software

Job description

Mozno Wealth • Mumbai Juhu • Posted 1 day ago • Updated 1 day ago

Job Type: FullTimePermanent

Work Mode: Onsite

Experience: MidLevel

Travel Requirements:

Mozno Wealth is looking for a detail-oriented and client-focused Wealth Operations Executive to support wealth-management practice. The role involves handling end-to-end investment operations across mutual funds, fixed income, PMS, AIFs and related financial products, including KYC, while ensuring a smooth and professional client experience. The ideal candidate should be comfortable with client interaction, documentation, reconciliation, reporting, and coordination across internal teams and product partners.

Responsibilities

• Manage investment operations, settlements, and reconciliations.
• Handle client onboarding, including KYC, FATCA, and related documentation.
• Execute mutual fund transactions such as purchases, redemptions, SIPs, and switches.
• Track portfolio updates, NAV movements, and corporate actions.
• Prepare MIS reports and support client investment reporting.
• Maintain CRM records and ensure accurate client data management.
• Coordinate with internal teams, AMC/RTA/platform partners, and clients for smooth execution.
• Resolve client operational queries with speed, accuracy, and professionalism.
• Ensure compliance with internal processes and applicable regulatory requirements.