Talent.com
This job offer is not available in your country.
Wealth manager

Wealth manager

Weekday AIBengaluru, KA, IN
27 days ago
Job type
  • Quick Apply
Job description

This role is for one of Weekday’s clients

Salary range : Rs 500000 - Rs 800000 (ie INR 5-8 LPA)

Min Experience : 3 years

Location : Bangalore

JobType : full-time

Requirements

Key Responsibilities :

AIF and investor operations :

  • Handling KYC and onboarding of the investors on the platform
  • Handling queries related to their investments
  • Managing settlements & reconciliations of funds
  • Continuous automation of operations by designing and implementing SOPs to optimize and enhance the ongoing customer operations and experience
  • Work with product, technology, compliance, and business teams to understand and address new developments and regulations and help in managing the entire project from incubation to release stage
  • Work with various financial intermediaries / stakeholders on AIF reporting, compliance and data management

Transaction management :

  • Lead end-to-end transaction cycle of start-up deals, from onboarding to final closure
  • Coordinate with startup founders and other stakeholders to execute defined workstreams in the transaction process
  • Collaborate with legal and operational teams to ensure smooth execution and mitigate risks

    • New initiative :

  • Support IC strategic initiatives including product and business development activities
  • Support organizing Demo days, learning sessions & other events

    • The Ideal Candidate :

  • Postgraduate or MBA or CA / CS with about 2-3 years of work experience
  • Experience with client operations, fund operations, and transaction management is essential
  • Understanding of the SEBI regulations concerning KYCS
  • Outstanding track record of academic achievement with excellent communication skills
  • Has attention to detail, structured approach, and thrives for excellence
  • Passionate about early-stage investing, technology and start-ups
  • Temperament to work in cross-functional teams and ability to interact and coordinate with other businesses, teams, and individuals for execution
  • Knows their way around Excel and PPT
    • Create a job alert for this search

    Wealth Manager • Bengaluru, KA, IN