The Role
The Operations Executive will oversee onboarding for mutual funds, coordinate with intermediaries, ensure operational efficiency, and maintain quality control of client data.
Summary Generated by Built In
About Wahed:
We have a passion to reduce financial inequality and exclusion by building world leading financial products and services aimed at giving access to all. We are a New York headquartered Financial Technology (FinTech) company focused on serving values-based (shariah compliant) digital financial services to retail clients globally, starting with wealth management. We have an impressive global team aligned with this purpose and are looking for trail blazers in their fields that will take our customer delivery to new levels. We can promise you a digital first and truly international culture, as well as a fascinating immersion into the world of FinTech and Islamic finance.
Job Description:
- Provide inputs to product team for on-boarding requirements for mutual fund account opening .
- Research various intermediaries for execution of mutual fund through API connectivity.
- Coordinate with various intermediaries involved in execution of mutual fund securities for integration and real time support.
- Develop, implement, and review operational policies and procedures.
- Ensure seamless operations of recording client data and advices.
- Perform quality control of client data and advices disseminated to client.
- Ensuring revenue assurance for the organisation by correctly calculating advisory fees and ensuring same are recovered from client as per defined frequencies.
- Liasoning with customer support, investment advisor and compliance for resolving customer complaints.
- Providing data for internal and external audits / regulatory inspections.
Job Specification:
- Bachelor degree with 3+ years of experience in handling operations for financial service client especially mutual fund execution over digital platform.
- NISM distribution certification.
- Understanding of system architecture and database would be added advantage.
- Ability to multi-task, prioritize, and manage time effectively.
- Ability to deliver high-quality work under deadlines.
Top Skills
Api Connectivity
Database
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Wahed Inc. (“Wahed”, “Wahed Invest”), is an Ethical and values driven digital investment platform. The platform provides access to diversified portfolios to residents of the US, UK and Malaysia.
