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Wealth Operations Executive / Specialist

Wealth Operations Executive / Specialist

AQM Technologiesmumbai, maharashtra, in
5 days ago
Job description

Company Website : www.aqmtechnologies.com

LinkedIn Website : https : / / www.linkedin.com / company / aqm-technologies /

About Company :

AQM Technologies Pvt. Ltd. (AQM), established in the year 2000, embarked on a mission to transform the testing experience into a 'HAPPY TESTING' journey for all stakeholders, particularly our valued employees. With a robust team of 1300+ professionals, an impressive 75% are ISTQB / ASTQB certified Quality Engineers, continually enhancing their domain expertise with certifications from III, AMFI, SEBI, and IIBF.

Job Title : Wealth Operations Executive / Specialist

Location : Ghatkopar, Mumbai

Employment Type : Full-Time

Experience Level : 3-6 Years

Job Summary :

We are seeking a detail-oriented and experienced Wealth Operations professional to support back-office and middle-office activities within our Wealth Management division. The ideal candidate will have hands-on experience with MoneyWare Integra, Miles Software, and other portfolio management systems, ensuring seamless operational support, regulatory compliance, and excellent client service delivery.

Key Responsibilities :

  • Oversee daily operational activities for wealth management products (Mutual Funds, PMS, AIFs, Bonds, etc.)
  • Process client transactions including subscriptions, redemptions, transfers, and switches
  • Reconcile portfolios, holdings, and NAVs using MoneyWare Integra or similar PMS tools
  • Coordinate with custodians, fund houses, and internal teams to resolve discrepancies
  • Manage client onboarding documentation, KYC / AML checks, and compliance reporting
  • Generate and review portfolio reports, MIS, and dashboards for clients and management
  • Ensure adherence to SEBI and other regulatory guidelines applicable to wealth operations
  • Support audits, internal controls, and process improvement initiatives
  • Provide training or support to junior team members as required.

Required Skills & Qualifications :

  • Bachelor’s or Master’s degree in Finance, Commerce, or related field
  • 2–5 years of experience in wealth / portfolio operations, preferably in a bank, NBFC, or wealth management firm
  • Proficiency in MoneyWare Integra (by Wealth Spectrum) and / or Miles Software (MoneyWare / Private Wealth Management tools)
  • Strong understanding of wealth management products (MFs, AIFs, PMS, Insurance, Bonds)
  • Excellent analytical, reconciliation, and problem-solving skills
  • Working knowledge of regulatory frameworks (SEBI, RBI, FATCA, CRS, etc.)
  • Proficient in MS Excel and reporting tools
  • Strong communication and stakeholder management skills.
  • Preferred (but not mandatory) :

  • NISM Series V-A : Mutual Fund Distributors
  • NISM Series X-A / X-B : Investment Adviser
  • CFP, CWM, or any Wealth Management certification (desirable).
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    Operation Executive • mumbai, maharashtra, in

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