Assistant Manager, Wealth Management Ops

About the role

The role exists to ensure the efficient, controlled and client-focused execution of operational activities that support Wealth Management products, services and client transactions. The role is accountable for delivering operational excellence across core processes while maintaining strong risk and control standards, service quality and regulatory compliance.

What you'll do

• Client & Transaction Operations
• Manage Wealth Management operational processes to ensure accurate, timely and controlled execution of client transactions and servicing activities
• Oversee transaction processing, account maintenance and operational support activities to meet agreed service levels and client expectations
• Resolve operational exceptions, enquiries and escalations to minimise client impact and maintain service quality
• Monitor operational performance and capacity to ensure sustainable support for business growth and changing client needs

What you need

• Wealth management
• Reconciliation
• Reporting
• Mutual funds
• Excel
• Compliance
• Any graduate

Good to have

• SEBI regulations
• Tally