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
- 25 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).
