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Operations Assistant - Wealth Management

swatantra wealth Full Time Business Ahmedabad, Gujarat, India N/A Posted 26/5/2026

About the Role

Position: Operations Assistant - Wealth Management CTC : 3.0 L – 4.5 L Key Responsibilities: Handling client onboarding activities including collecting necessary documents, KYC verification, Re-KYC, Banking Operations like processing cheques, NEFT, RTGS, Positive Pay. Swift and timely coordination between clients and asset management companies. The candidate should be proficient in Hindi, English and Gujarati. Should have right communication skills over using emails and phones with proper English grammar. The candidate should have a clear problem solving attitude. If anyone is interested, kindly fill the google form - https://forms.gle/8Py8A1ufyFzYLnxg9 Note - Candidates need to specifically fill the google form with their application. If any applications are received without the form filled, it will be rejected automatically.

Skills Required

Wealth Management

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