Operation Manager

The candidate should be well versed with back-end operation processes pertaining to Mutual Funds, Life and General Insurance, and Fixed Income. You must possess in-depth knowledge of all processes related to different financial asset classes. It is required to create and update product process flow charts to ensure smooth and error-free processes. Experience in handling various portals related to investment execution of different financial companies, particularly the BSE Star Platform for Mutual Fund transactions, is essential. Your responsibilities will include daily online/offline execution of Mutual Funds, Insurance, General Insurance, and Fixed Income products such as purchase, redemption, switch, renewal, claim settlement, and quote generation. You will be responsible for preparing and maintaining daily transaction reports and MIS. Additionally, you will need to coordinate with various companies regarding any transaction or client-related issues, as well as with processing houses to resolve queries related to transactions. Multitasking and ensuring high-speed error-free transactions are crucial aspects of the role. Furthermore, you will be expected to coordinate with clients to resolve transaction or query-related issues. Requirements: Experience: - 2-4 years of experience in wealth advisory, financial portfolio companies, or any financial advisory firms handling backend operations Qualification: - Graduation/MBA/BBA with at least 65% marks along with certification in various asset classes Skills: - Humble and soft-spoken - Excellent command over verbal and written English communication - Expertise in Excel and PowerPoint - High customer orientation - Willingness to stretch as per workload - Experience in handling ticketing systems - Strong ownership attitude towards work and tasks assigned CTC: As per experience and industry standards.,