Website:
primewealth.co.in
Job details:
Job Opening: Operations Associate
CTC: 4 - 5 LPA
Location: Pune
Company: PrimeWealth
Experience: 1–3 years preferred
Employment Type: Full-time
About PrimeWealth
PrimeWealth is a SEBI-registered investment advisory firm specializing in financial planning, investment management, and wealth advisory services for Non-Resident Indians (NRIs).
We work with NRI families across the globe, helping them navigate investments, retirement planning, and complex cross-border financial decisions.
We are looking for a detail-oriented, proactive, and responsible Operations Associate to support our investment operations, client onboarding, and day-to-day business processes.
Key Responsibilities
1. Investment Operations
* Process and coordinate mutual fund investment transactions, including purchases, redemptions, switches, and SIP registrations.
* Track transactions, resolve rejections, and ensure timely execution.
* Coordinate with AMCs, RTAs, investment platforms, and other service providers.
* Maintain accurate investment and transaction records.
2. Client Onboarding & Documentation
* Manage account opening, KYC, FATCA, and other documentation requirements.
* Assist with NRI-specific investment documentation and account-related processes.
* Ensure client records are complete, accurate, and updated.
* Coordinate with internal teams and external service providers for smooth onboarding.
3. Operational Support & Coordination
* Work closely with financial advisors, planners, and client service teams.
* Resolve operational queries and follow up on pending requests.
* Track service requests and ensure completion within defined timelines.
* Proactively identify delays, errors, and operational bottlenecks.
4. Reporting & Compliance
* Maintain operational MIS reports, trackers, and dashboards.
* Conduct transaction reconciliations and periodic data checks.
* Maintain documentation and audit trails in line with internal policies and applicable regulatory requirements.
* Support compliance-related reporting and documentation.
5. Process Improvement
* Identify opportunities to simplify and automate repetitive processes.
* Improve operational turnaround times and accuracy.
* Maintain and update standard operating procedures (SOPs).
* Use technology and AI tools to improve efficiency and productivity.
Skills & Qualifications
* Bachelor’s degree in Commerce, Finance, Business Administration, or a related field.
* 1–3 years of experience in mutual fund operations, wealth management, financial services, or investment back-office operations preferred.
* Understanding of mutual fund transactions, KYC processes, and investment platforms.
* Proficiency in MS Excel, Google Sheets, and other productivity tools.
* Strong attention to detail and organizational skills.
* Good written and verbal communication skills.
* Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
* Comfortable learning new software and technology.
What We Value
At PrimeWealth, we look beyond qualifications and experience.
We value individuals who demonstrate:
* Ownership: Taking responsibility for tasks from initiation to completion.
* Accuracy: Delivering work with minimal errors and strong attention to detail.
* Proactiveness: Identifying problems and solving them without waiting for instructions.
* Accountability: Honouring commitments and closing pending tasks.
* Continuous Improvement: Constantly finding better, faster, and more efficient ways of working.
* Teamwork: Collaborating effectively across departments to deliver an excellent client experience.
What We Offer
* Opportunity to work with an established and growing NRI-focused wealth advisory firm.
* Exposure to investment operations and international client servicing.
* A technology-driven and collaborative working environment.
* Opportunities for professional development and career growth.
* A culture that encourages ownership, independent thinking, and continuous improvement.
Click on Apply to know more.
