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Wealth Management Associate - Account Operations (Night Shift)

Incedo

Gurugram, Haryana, India · Full Time

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Experience
1–2 yrs
Salary
INR 300,000 – INR 450,000 / year
Openings
1
Posted
1 week ago
Work mode
In office
Education
MBA Finance
Eligibility
Candidates with 1 to 2 years of relevant financial services experience or MBA Finance graduates from the 2026 batch are eligible to apply. Immediate joiners who can work permanent night shifts from the Gurugram office onsite five days a week will be preferred.
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Job description

About the Company

Incedo is a US-based consulting, analytics, and technology services firm specializing in end-to-end digital transformation. We serve clients across financial services, telecom, life sciences, healthcare, and product engineering sectors by combining strong engineering, data science, design, and domain expertise to deliver impactful business solutions.

Position Overview

We are seeking an Associate for Account Operations in wealth management to support financial services operations in our Gurugram office. The role entails tasks such as managing money movement, maintaining accounts, operational controls, resolving queries, documenting processes, and continuous enhancements.

Walk-in Interview Details

  • Date: Thursday, 15 October 2026
  • Time: 2:30 PM to 3:30 PM
  • Venue: 6th Floor, CapitaLand International Tech Park, Off Golf Course Extension Road, Sector 59, Gurugram – 122101
  • HR Contact: Prince
  • Work Location: Gurugram office
  • Shift: Permanent night shift
  • Work Model: 5 days onsite

Eligibility

  • 1 to 2 years of experience preferred, preferably in financial services, account operations, money movement, or account maintenance.
  • MBA Finance fresh graduates from the 2026 batch are also welcome to apply.
  • Immediate joining availability is favored.
  • Willingness to work permanent night shifts and attend office five days per week is mandatory.

Key Responsibilities

  • Accurately complete assigned operational tasks within deadlines.
  • Manage activities relating to money movement and account maintenance.
  • Address operational queries from internal and external stakeholders.
  • Monitor work queues and achieve set productivity, quality, and service level targets.
  • Ensure data integrity while complying with process controls and KPIs.
  • Identify and escalate critical operational issues promptly.
  • Support preparation and upkeep of SOPs and process documentation.
  • Engage in process improvements, automation, and root cause analyses.

Required Skills

  • Experience with financial services operations and account management.
  • Proficiency in money movement and account maintenance tasks.
  • Strong analytical thinking and problem-solving abilities.
  • Effective written and verbal communication skills.
  • Capability in stakeholder relationship management.
  • Competency in MS Excel, Word, and PowerPoint.
  • Understanding of process controls and quality assurance.
  • Ability to work efficiently in deadline-driven settings.

Preferred Skills

  • Familiarity with financial markets and investment products.
  • Exposure to AI tools such as Microsoft Copilot, ChatGPT, or similar platforms.
  • Knowledge of process automation, optimization, and digital transformation concepts.
  • Certifications in AI, generative AI, or data analytics are advantageous.

Education

  • MBA Finance degree holders and fresh graduates from 2026 batch are eligible.
  • Relevant graduates with experience in financial services operations may also apply.

Additional Information

  • Candidates must bring an updated resume, government-issued photo ID, educational certificates, and current employment information (if applicable) to the interview.

Minimum education

Master's Degree

Tools & software

Microsoft Excel required Microsoft Word required Microsoft PowerPoint required

How they work

Communication Problem Solving Attention to Detail Time Management Relationship Building
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