PA Wealth
Website:
pawealth.in
Job details:
Company Description PA Wealth is a leading investment services group in India, managing over ₹1800 crores across multiple financial verticals. The firm specializes in wealth management and capital markets, providing tailored solutions for Ultra-High-Net-Worth Individuals (UHNIs), High-Net-Worth Individuals (HNIs), and corporate clients. Its core offerings include wealth growth and management through PMS/AIFs, mutual funds, debt markets, and startup investments, as well as equity and debt fundraising for corporates. PA Wealth also facilitates global investment opportunities, including access to Dubai real estate markets. The organization is built on long-term relationships, emphasizing trust, expertise, and consistent value creation for stakeholders.
Role Description The Operations Executive role is a full-time, on-site position based in Ludhiana. The Operations Executive will support day-to-day operational activities such as client onboarding, documentation, and transaction processing across investment products. Responsibilities include coordinating with internal teams and external partners, maintaining accurate records and reports, monitoring operational workflows, and ensuring compliance with internal policies and regulatory requirements. The role involves handling client queries related to operational matters, assisting with data management and system updates, and contributing to continuous process improvement to enhance efficiency and service quality.
Qualifications
- Strong operational and administrative skills, including documentation handling, data management, and process coordination.
- Ability to work with financial products and services, preferably with exposure to wealth management, capital markets, or investment operations.
- Proficiency in MS Office tools (Excel, Word, PowerPoint) and comfort with using digital platforms and CRM or back-office systems.
- Excellent communication and interpersonal skills for managing internal collaboration and responding to client operational queries.
- Attention to detail, analytical thinking, and strong organizational skills to manage multiple tasks and timelines effectively.
- Bachelor’s degree in Finance, Commerce, Business Administration, or a related field; relevant certifications in finance or operations are an advantage.
- Ability to work on-site in Ludhiana, with a high level of integrity, professionalism, and commitment to client service.
Click on Apply to know more.