Operations Executive Jobs in Bangalore - Weinvest Robo Advisory

Operations Executive
Weinvest Robo Advisory
2014 - 2016
0 to 3+ Years
Weinvest Robo Advisory
Last Date 10 Dec 2016

Weinvest Robo Advisory - Job Details

Date of posting: 22 Nov 16

  • Trade Operations: Orders, Settlements, Rebalancing, Exceptions Processing, Custody, Reporting
  • Partner Management: Handle communications and queries from and to different partners and vendors for running operations
  • Housekeeping: Run day-end processes and manual checks to ensure that the system is clean and records are updated
  • Integrations: Handle data movements between different front-end, OMS and order execution systems to keep them in sync
  • Product: Work with product and engineering in defining the path forward in terms of process workflows and operations requirements
  • Training and Documentation: Build out training material for new hires and be able to handle training team members into different functions
  • Handle entire process of goal-based investment management from client on-boarding to terminations.
  • Handle client queries through chat/email/social about the investment process and portfolio setups.
  • Update FAQ documentation.
  • Should be able to manage tasks in a deadline and SLA driven environment.
  • Client Management: On-boarding, KYC, Portfolio Setup, Payments, Portfolio Switches, Terminations

Hiring Process : Face to Face Interview

Job Role : Others

About Weinvest Robo Advisory

WeInvest, is developing a community-based platform to help affluent & high-networth investors find the right investments, by providing access to a wide set of product choices, unbiased opinions & relevant content.

Our product, TrackWealth, is a portfolio aggregation and wealth-tracking offshoot of WeInvest that gives one a detailed analytical breakdown of all assets and liabilities in their portfolio without having to consolidate this information manually or having to access data physically or on different websites. With its intelligent interfaces and integrations to a growing list of financial institutions, the job of aggregating all information is simplified and all analysis is made available on one single interface empowering the user to make the right decisions about their life-goals and investment choices.

Our next initiative is a robo-advisory that allows clients to pick goals and then allow them to allocate investments to different ETF products on a risk-allocated basis. The system handles the entire process of allocating the investments, tracking-to-goal, rebalancing and any inclusions and withdrawals from the portfolio.

All our products are currently built to service clients in the Singapore market.

This posting is done directly & exclusively on We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us

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Weinvest Robo Advisory recruiting Operations Executive Experienced(0 to 3+ Years) candidates in Bangalore. The Weinvest Robo Advisory vacancies for Operations Executive is filled through Face to Face Interview etc.
Weinvest Robo Advisory jobs for Experienced(0 to 3+ Years) candidates are very common in nature as the company recruits a lot of Experienced(0 to 3+ Years) candidates every year based on the skills . The candidates with BA, BBA/BBM, MA, MBA/PGDM, B.Com are selected to full fill the vacancies in Others job field. The Experienced(0 to 3+ Years) candidates applying for Operations Executive should have a degree or post-graduation in the required field based on the requirement mentioned. The jobs are available in Full Time basis. When it comes to Weinvest Robo Advisory recruitment, Experienced(0 to 3+ Years) candidates are mostly chosen for the department Others. To learn more about the current jobs and other details, it is better to go through official site of Weinvest Robo Advisory and Freshersworld. The Freshersworld is a leading employment portal that researches the official site of Weinvest Robo Advisory and provides details about the current vacancies, the application process, selection process, test details, important dates and other information.