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⏰ Full-time

Investment Operations Executive

Womoneysta
Location πŸ“ India, India
Posted πŸ“… June 16, 2026
Work Type ⏰ Full-time

Position Overview

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.


πŸ“ Location: Mumbai (Hybrid)

πŸ•’ Type: Full-Time

πŸ‘₯ 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...

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Job Details

⏰
Employment Type
Full-time
πŸ“Š
Category
Financial Specialists
🏠
Work Arrangement
On-site
πŸ“
Location
India, India