Wealth Management Associate

About the job

Job Location: Gurgaon(Sector 30) Role Responsibilities: • Support end-to-end wealth management and investment operations • Handle backend activities related to Equity, Mutual Funds, ETFs, and Cryptocurrency (Digital Assets) • Assist in transaction processing, portfolio reporting, reconciliations, and MIS • Monitor investment activities and ensure accurate operational execution • Coordinate with internal teams for smooth processing and issue resolution • Maintain operational records and ensure compliance with process guidelines Mandatory Requirements: • Minimum 6 months of relevant experience in Wealth Management / Investment Operations • Exposure to Equity, Mutual Funds, and ETFs • Crypto / Digital Assets experience is mandatory • Backend / operations role (not sales or relationship management) • Good understanding of capital market products and processes • Candidate should be open for immediate interview & joining Education: Graduate / Undergraduate (Finance background preferred) Please let me know if this role is suitable for you and share your updated CV.