Associate - Business Management - Capital Markets/Wealth Management

Hiring: Associate - Business Management (Capital Markets - Wealth Management)

Location: Powai, Mumbai

Experience: 5- 7 Years

We are looking for a highly driven Business Manager with strong exposure to Capital Markets, multiple asset classes, portfolio performance, policy reviews, asset allocation, and solid capital market product knowledge. This role supports senior leadership in driving strategy, governance, controls, and client- facing processes within a global Wealth/Investment Management environment.

Key Responsibilities:

- Drive business governance, risk management, and control & conduct activities

- Lead client onboarding processes, including due diligence, name screening, and periodic reviews

- Oversee policy and procedure reviews, and manage product committee initiatives

- Provide support to Sales, Investment Products, Advisory and Lending teams for BAU and strategic deliverables

- Track CPD hours, manage audit actions, and ensure compliance with global standards

- Contribute to strategy execution, platform enhancements, and cross- functional projects

Mandatory Skills:

- Strong understanding of Capital Market asset classes: Fixed Income, Equities, Forex, Derivatives

- Experience in portfolio performance, asset allocation, and policy reviews

- Hands- on experience with control and conduct frameworks

- Proven exposure to client onboarding processes within financial/wealth management

- Strong analytical, problem- solving, and stakeholder management capabilities

- Advanced proficiency in Excel, PowerPoint, and management reporting

Educational Qualifications: MBA (Finance) from Tier- 1 colleges or CA preferred