Job Description
Company Description
Atreyi Financial Services Private Limited is a boutique wealth management firm dedicated to delivering personalized financial solutions to high-net-worth individuals, family offices, and corporates. Our commitment to excellence, innovation, and client-centric services drives our mission to empower clients to achieve their financial goals.
Role Description
We are seeking a motivated and detailed-oriented Associate - Operations & Client Relations. The role bridges operations and sales functions, supporting investment processes, ensuring efficient project execution, and promoting wealth management products such as mutual funds, alternative investments, and portfolio management services. The ideal candidate with collaborate with senior team members in monitoring operational workflows, improve internal processes, and drive sales initiatives to expand our client base and enhance asset under management (AuM). this position is ideal for someone wi...
Atreyi Financial Services Private Limited is a boutique wealth management firm dedicated to delivering personalized financial solutions to high-net-worth individuals, family offices, and corporates. Our commitment to excellence, innovation, and client-centric services drives our mission to empower clients to achieve their financial goals.
Role Description
We are seeking a motivated and detailed-oriented Associate - Operations & Client Relations. The role bridges operations and sales functions, supporting investment processes, ensuring efficient project execution, and promoting wealth management products such as mutual funds, alternative investments, and portfolio management services. The ideal candidate with collaborate with senior team members in monitoring operational workflows, improve internal processes, and drive sales initiatives to expand our client base and enhance asset under management (AuM). this position is ideal for someone wi...
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