Job Overview: Inviting Applications For Asset Transitions
Genpact, a global professional services and solutions firm, is inviting applications for the role of Management Trainee – Wealth Management (Asset Transitions & Security Pricing) for its Pune and Bangalore locations. This role is a great opportunity for graduates who want to build a strong foundation in wealth management, fund accounting, and investment operations while working with global financial institutions.
In this position, you will be responsible for cash and position reconciliation, understanding upstream and downstream processes, and resolving exceptions within defined SLAs. The role involves working closely with multiple stakeholders, posting and verifying transactions, and ensuring accurate reporting. You will gain hands-on exposure to a wide range of financial products, including equities, bonds, mutual funds, derivatives, and structured instruments.
As part of Genpact’s BFSI and investment operations team, you will work in a dynamic, process-driven environment with strong learning opportunities, structured training, and global exposure. This role is ideal for candidates who are detail-oriented, analytical, and eager to grow their career in wealth management, asset transitions, and fund operations.
Highlights (Summary)
- Company: Genpact
- Role: Management Trainee – Wealth Management
- Specialization: Asset Transitions & Security Pricing
- Locations: Pune & Bangalore
- Industry: BPM / BPO
- Department: BFSI, Investments & Trading
- Employment Type: Full Time, Permanent
- Career Level: Entry / Early Career
- Exposure: Global Wealth Management Operations
Eligibility Criteria
Educational Qualification
- UG: Any Graduate
- PG: Postgraduate degree is an added advantage
Experience
-
Freshers or candidates with relevant internship/entry-level experience in finance operations can apply
Basic Requirements
- Strong analytical and problem-solving skills
- Willingness to work in a process-driven, deadline-oriented environment
- Interest in wealth management, reconciliation, and investment operations
Key Responsibilities
1. Cash & Position Reconciliation
- Perform daily cash and position reconciliation across multiple accounts
- Understand upstream and downstream processes of reconciliation
- Identify, research, code, comment, and resolve breaks/exceptions within SLAs
2. Transaction Processing & Exception Handling
- Post transactions for exception resolution
- Verify processed transactions for accuracy and completeness
- Report status and outcomes to internal and external stakeholders
3. Financial Product Knowledge
-
Work on financial instruments such as:
-
US Domestic & Global Equities
-
Bonds and Fixed Income products
-
Mutual Funds
-
Mortgage-Backed Securities (MBS)
-
Swaps and other derivatives
-
4. Asset Transition & Trade Lifecycle
- Understand asset transfer processes and related documentation
- Handle stock in and stock out processes (Free Receipt / Free Delivery)
- Coordinate with counterparties to resolve settlement-related issues
5. Compliance, Risk & Controls
- Support internal and external audits
- Follow established risk and control frameworks
- Ensure adherence to regulatory and process compliance
6. Stakeholder Management
- Build strong relationships with onshore counterparts
- Handle queries, issues, and escalations professionally
- Ensure timely and accurate communication
Skills Required
Technical & Domain Skills
- Wealth management operations
- Fund accounting basics
- Trade settlements lifecycle
- Corporate actions and accruals
- Reconciliation and reporting
- Asset transitions and security pricing
Financial Knowledge
- Understanding of taxes, tax codes, and tax lots
- Knowledge of inheritance, beneficiary handling, and date of death processes
- Awareness of pension payments and income processing
Tools & Applications
- MS Excel (mandatory – good working knowledge)
- Exposure to Global Plus, AddVantage, Trust Desk, Intellimatch (preferred)
Soft Skills
- Strong root cause analysis and probing skills
- Good verbal and written communication
- Ability to work with global teams
- Attention to detail and accuracy
Salary & Benefits
Salary
- Salary will be competitive and aligned with industry standards for Management Trainee roles
- Growth-based increments and performance-linked rewards
Benefits & Perks
- Health insurance coverage
- Office cab and shuttle services
- Cafeteria and meal facilities
- Office gym and wellness programs
- Job and soft skill training
- Professional degree assistance
- Exposure to global financial clients
Selection Process
The selection process at Genpact generally includes:
- Resume Shortlisting
- HR Screening
- Technical / Domain Interview
- Final HR Discussion
Application Process
Applying Online:
- Search for Management Trainee – Wealth Management roles
- Apply with an updated resume highlighting finance, reconciliation, or investment-related skills
Note: Genpact does not charge any fee for recruitment. Beware of job scams.
Why Join Genpact Jobs?
Joining Genpact means becoming part of a global organization that is shaping the future of work through data, technology, and AI. With over 125,000 employees across 30+ countries, Genpact offers unmatched exposure to global clients, including Fortune Global 500 companies.
For early-career professionals, Genpact provides structured training, continuous learning, and hands-on experience in real-world business processes. The organization values curiosity, agility, and innovation, creating an environment where employees are encouraged to grow and take ownership of their careers.
Genpact’s strong focus on diversity, inclusion, and ethical practices ensures a respectful and supportive workplace. Employees benefit from global mobility, cross-functional exposure, and long-term career opportunities across BFSI, analytics, digital operations, and consulting.
If you are looking for stability, learning, and global exposure in wealth management and investment operations, Genpact is an excellent place to start and grow your career.
About Genpact
Genpact is a global professional services and solutions firm focused on delivering outcomes that shape the future. With a workforce of over 125,000 employees across more than 30 countries, Genpact partners with leading enterprises to transform their businesses through deep industry expertise, advanced analytics, digital operations, and AI-driven solutions.
Founded with a strong process excellence foundation, Genpact has evolved into a technology-powered organization that helps clients navigate complex challenges in finance, risk, supply chain, customer experience, and digital transformation. The company serves multiple industries, including banking, financial services, insurance, healthcare, manufacturing, and consumer goods.
Genpact’s purpose—the relentless pursuit of a world that works better for people—drives its commitment to innovation, integrity, and inclusion. The organization strongly believes in nurturing talent, offering continuous learning opportunities, and empowering employees to create meaningful impact.
With a culture built on curiosity, courage, and collaboration, Genpact continues to be a trusted transformation partner for global enterprises while offering rewarding and future-ready careers to its people.
Conclusion
The Management Trainee – Wealth Management (Asset Transitions & Security Pricing) role at Genpact is an excellent opportunity for graduates looking to build a strong career in investment operations and wealth management. With exposure to global financial products, reconciliation processes, and asset transitions, this role offers both learning and long-term growth.
Genpact’s global presence, structured training programs, and employee-friendly culture make it an ideal organization for early-career professionals. If you have an interest in finance, strong analytical skills, and a desire to work in a global environment, this role can be the perfect launchpad for your professional journey.
FAQs – Genpact Jobs
Q1. Is this role suitable for freshers?
Ans. Yes, freshers with finance knowledge can apply.
Q2. What locations are available?
Ans. Pune and Bangalore.
Q3. Is postgraduate education mandatory?
Ans. No, but it is an added advantage.
Q4. Does Genpact provide training?
Ans. Yes, job and soft skill training are provided.
Q5. Are there any application fees?
Ans. No. Genpact does not charge any recruitment fees.
More Other Jobs-
Tech Mahindra Walk in Drive 2025
Cisco Remote Jobs Openings 2025
Tcs Walk in Interview Bengaluru 2025
Walk in Interview in Bangalore for Freshers 2025
Note: We are also available on WhatsApp, LinkedIn, Google News, and YouTube for the latest news updates. Subscribe to our Channels. WhatsApp– Click Here, Google News– Click Here, YouTube – Click Here, and LinkedIn–Click Here. , Telegam – Click Here, and Twitter – Click Here