Wealth operations

Kotak Neo
Job description
📍 Mumbai, Maharashtra
💼 Full time
💰 Competitive
📅 Posted 05/06/2026

Job description

"We’re looking for detail-driven professionals to join our Wealth Operations team at Kotak Neo and play a key role in delivering seamless client experiences." Location- Goregaon (Mumbai, Maharashtra) Prioritizing Mumbai based individuals only. Job Role- •Manage day-to-day wealth operations including MF, distribution, equity, PMS, AIF, bonds, and other investment products. •Ensure smooth onboarding of wealth clients with complete documentation and KYC compliance. •Oversee transaction processing,…

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