Job Description
About Womoneysta
Womoneysta is a financial wellness and wealth management platform dedicated to helping women take charge of their finances. Through financial planning, investment solutions, and ongoing guidance, we work with women and their families to build long-term wealth with confidence.
Location: Mumbai (Hybrid)
Type: Full-Time
Open Positions: 1
Your Role
You‘ll be the backbone of our investment operations team, ensuring a smooth experience for both clients and advisors.
Key responsibilities include:
• Processing transactions across Mutual Funds, Bonds, Insurance and PMS products
• Managing client onboarding, KYC and documentation requirements
• Working on platforms such as Redvision, BSE Star MF, NJ,Prudent and other transaction portals
• Maintaining ...