Asset Operations Administrator

About the Role:

We are looking for a professional and detail-oriented Relationship Administrator to support our client relationship and operational activities. This role is ideal for someone who enjoys interacting with clients, managing day-to-day operations, and ensuring smooth coordination between clients and internal teams in a wealth management environment.

Key Responsibilities:

• Manage and oversee day-to-day operational activities related to client servicing.
• Act as the primary point of contact for client queries and grievances, ensuring prompt and professional resolution.
• Maintain and update client records, documentation, and investment-related information.
• Coordinate with internal teams for transaction processing, documentation, and follow-ups.
• Assist relationship managers with client communication, reporting, and portfolio updates.
• Ensure high standards of client service and relationship management.
• Handle email correspondence, scheduling meetings, and preparing client reports.
• Monitor and track service requests, investment instructions, and operational tasks.
• Ensure compliance with regulatory and internal operational procedures.

Required Skills & Qualifications:

• Bachelor’s degree in Finance, Commerce, Business Administration, or related field.
• Basic knowledge of financial assets such as Mutual Funds, PMS, AIFs, Equities, and Wealth Management products.
• Excellent communication skills in English (spoken and written).
• Strong client-handling and relationship management skills.
• High attention to detail and strong organizational abilities.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) and email communication.
• Ability to handle confidential financial information professionally.
• Strong problem-solving and grievance-handling skills.

Preferred Qualifications:

• Prior experience in wealth management, mutual fund distribution, banking, or financial advisory firms.
• Knowledge of AMFI, financial markets, and investment products.
• Experience using CRM or financial platforms.

Candidate Requirements:

• Female candidates only.
• Fluent in English; additional languages such as Kannada or Hindi are an advantage.
• Professional attitude with excellent interpersonal skills.
• Ability to work in a fast-paced financial services environment.

What We Offer:

• Opportunity to work in a growing wealth management firm.
• Exposure to high-net-worth clients and financial markets.
• Professional learning and career growth in the investment and wealth advisory industry.