Operations Executive

Company Description Seeco Wealth is a wealth management firm that provides personalized wealth solutions focusing on individual stories rather than products or commissions. We established a client-first approach driven, free from generic advice and hidden fees. Our unique model involves in-depth understanding and ongoing relationships, with dedicated wealth consultants always available for comprehensive support. Role Description We are looking for an Operations Executive to support client onboarding, transaction processing, documentation, reporting, and day-to-day operational activities of the wealth management business. • Process client onboarding and account opening requests. • Verify and maintain KYC and other client documentation. • Execute and track investment transactions. • Ensure timely resolution of operational queries. • Coordinate with clients, AMCs, brokers, and product partners. • Prepare portfolio reports, operational MIS and assist the research team • Maintain accurate c...