Top Quartile Financial Services ®
Website:
topquartileindia.com
Job details:
Company Description
Top Quartile Financial Services Private Limited, based in Pune, specializes in financial planning, mutual fund distribution, portfolio management, and investment-related risk mitigation and wealth management services. The company offers clients in-house, customized research and analytical reports as well as a robust mobile application for seamless portfolio tracking and transactions. Driven by ethics, trust, and high-quality work, Top Quartile Financial Services focuses on aligning with customers’ evolving financial aspirations to deliver superior wealth creation outcomes.
Role Description
This is a full-time, on-site role located in Pune for an Operations Manager - Wealth Management. The Operations Manager will oversee daily operational activities related to wealth management services, coordinate with various teams to ensure seamless execution of client requirements, and manage compliance and reporting processes. Additional responsibilities include optimizing operational workflows, managing client information systems, supervising project timelines, and ensuring efficient portfolio tracking. The candidate will play a supporting role in improving operational efficiency and delivering exceptional customer service. Knowledge of financial markets, mutual funds and insurance is necessary.
Experience:
Prefer experienced candidates with minimum 1 year work experience, in operations/service department of an established Mutual Fund Distributor, Mutual Funds (AMC), Broking companies etc.
Qualifications:
- Strong knowledge of financial planning, mutual funds, insurance, portfolio management, and wealth management services
- Proficiency in operational workflows, compliance management, and client reporting
- Experience in using portfolio management tools and CRM systems
- Excellent organizational, analytical, and time-management skills
- Clear communication and team coordination abilities
- Ability to manage and adapt in a dynamic, client-focused environment
- Bachelor's degree in Finance, Business, or related field; a relevant Master’s degree or certification (e.g., CFP) is a plus
- Mandatory to register for NISM V-A exam before joining or already cleared.
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