Head of Mutual Fund Operations

Company description -

SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics.

Location:

Salary:

• Mutual Funds KYC Operations

  – Manage end-to-end KYC operations in compliance with regulatory guidelines.

• Intermediary Coordination

  – Liaise with platforms like

  BSE Star, Redvision

  , and other intermediaries for smooth transaction processing.

• Distributor & Client Engagement

  – Work closely with sub-distributors, clients, and customers to facilitate onboarding, approvals, and documentation.

• NRI Onboarding & Compliance

  – Lead onboarding for NRI clients, handle

  FATCA-related queries

  , and ensure compliance with global standards.

• Reporting & Analytics

  – Generate and present reports for internal tracking and client communication; prepare monthly summaries for management.

• Application Processing

  – Upload and process applications for new entities via

  DBMS software

  and maintain proper records.

• Data Management

  – Oversee daily data entry tasks using

  MS Excel

  , ensuring accuracy and completeness.

• Customer Query Handling

  – Resolve client queries (new & existing) related to

  KYC and investments

  with a customer-first approach.

• Team Collaboration

  – Work with cross-functional teams to improve workflows, support automation, and enhance overall efficiency.

Required Skills & Qualifications

• Graduate/Postgraduate in

  Finance, Commerce, or Business Administration

  (MBA preferred).
• 5+ years of experience in

  operations, mutual funds, or investment KYC processes

  (experience in fintech is an advantage).
• Strong knowledge of

  Mutual Fund regulations, FATCA compliance, and NRI onboarding.

• Proficiency in

  MS Excel, DBMS tools, and reporting systems.

• Excellent communication skills for client interaction and cross-team collaboration.
• Problem-solving mindset with the ability to handle escalations and deliver solutions effectively.
• Detail-oriented, process-driven, and capable of working in a fast-paced startup environment.

Why Join Us?

• Be a part of a

  revolutionary fintech product

  reshaping NRI investments.
• Opportunity to

  own and drive critical operations

  with visible business impact.
• A collaborative and fast-paced

  startup culture

  that values innovation, learning, and growth.
• Competitive salary and career advancement opportunities.

fintech operations