Careers in Operations and Customer Support

Role : Operations Junior at JamaWealth

As an Operations Junior, you will be an integral part of a team that’s at the forefront of financial innovation, working within a SEBI Registered PMS and its group company, a SEBI Registered Investment Advisor. You will ensure that the company is efficient with streamlined business processes that result in customer delight. 


Key Responsibilities

  1. Transaction Efficiency: Efficiently process mutual fund and stock transactions, adhering to strict timeframes while liaising with AMCs and Brokers to troubleshoot issues seamlessly.
  2. Regulatory Vigilance: Ensure compliance with all regulatory requirements, safeguarding the integrity of operations.
  3. Customer Support Excellence: Offer exceptional support to customers with transaction-related inquiries, resolving discrepancies with speed and precision.
  4. Reconciliation: Conduct meticulous reconciliations of transactions and holdings, guaranteeing data integrity.
  5. Innovation: Identify and drive process improvements and automation, collaborating with finance and IT teams to enhance operational efficiency

Qualifications and Skills


  1. Educational Foundation: A Bachelor’s or Master’s degree in finance, accounting, business administration, or a related field, complemented by 1-2 years of relevant experience.
  2. Certification Advantage: Possession of AMFI or NISM certifications will be considered a significant plus.
  3. Market Acumen: A good understanding of the Indian stock markets to navigate the financial landscape effectively.
  4. Communication Skills: Exceptional communication and interpersonal skills to foster collaborative relationships with clients and colleagues.
  5. Problem-Solving Expertise: A sharp analytical mind capable of resolving complex customer queries and concerns.


What You Will Gain

    1. Learning and Development: A nurturing environment that offers ample opportunities for professional growth and skill enhancement.
    2. Dynamic Teamwork: The chance to work with a dynamic team that’s reshaping the financial services landscape.
    3. Leadership Access: Direct access to industry veterans and company founders who value every team member’s contribution.
    4. Rewarding Career: Competitive compensation, benefits, and the opportunity to advance in a rapidly growing company.

      Location: Hyderabad

      At Jama Wealth, where every day is an opportunity to learn, innovate, and excel. If you have the drive to thrive in a fast-paced financial environment, we invite you to apply and help us lead the way in wealth management. 

      Please send your resume to with the opening in the subject.