Career Uprise is hiring for a leading SEBI-registered Wealth Management client.

📍 Open Positions

Position	Openings
Senior Executive – Operations	2
Assistant Manager – Operations	1

📍 Position Details

Parameter	Details
Location	Bangalore
Work Model	Hybrid
Industry	Wealth Management / Financial Services

Category	Details
Query Handling	Handle customer/internal queries and transaction-related requests
Transaction Processing	Process investment transactions and application forms
Financial Operations	Handle Mutual Fund, Insurance and related financial transactions
SLA Management	Manage TATs, SLAs and process adherence
Reconciliation	Daily transaction reconciliation
Reporting	MIS and reporting
Coordination	Vendor coordination
Issue Resolution	Resolve customer issues with complete ownership
Accuracy	Maintain accuracy across multiple operational activities

Criteria	Details
Education	Graduate/Postgraduate in any discipline
Experience	3–4+ years of relevant experience
Industry	Experience in wealth management / financial services / investment operations preferred
Excel	MS Excel is mandatory
Communication	Strong communication and customer service skills
Analytical	Good analytical and problem-solving skills
Attention	Strong attention to detail
Time Management	Ability to manage multiple priorities and deadlines
Ownership	High ownership and ability to work independently
Leadership	Team management experience is an advantage

Send your updated CV to:

📌 Subject: Name – Position – Current Location

Along with your CV, please mention the following details:

Detail	Information
Total Experience
Relevant Operations Experience
Current Location
Current CTC
Expected CTC
Notice Period

To apply for this job email your details to info@careeruprise.com

Share in

Subscribe to get the latest posts sent to your email.