Operations Manager - Back Office

Company Overview

iVentures Capital is a trusted partner in life's financial pursuits. As a 20-year-old SEBI-registered wealth management firm, we are honoured to design life and legacy solutions for over 850 affluent relationships and manage assets worth Rs 1200+ crore on behalf of prominent UHNI CEOs, CXOs, Founders, Trusts, Family Offices, etc.

Visit our website for more information – www.iventurescapital.in

Operations Manager – Back Office (Wealth Management)

Key Responsibilities

Client Engagement & Service

• Liaise with HNI/UHNI clients and banking/wealth partners to ensure smooth operational support.
• Maintain high service standards by providing timely and accurate responses to client requests.

Transaction Management

• Handle transactions related to

  Mutual Funds, PMS, and AIFs

  across NSE NMF II / BSE Star MF / other platforms.
• Ensure accurate execution and reconciliation of purchases, redemptions, switches, and systematic transactions.

Reporting & Documentation

• Prepare and deliver

  taxation reports, portfolio statements, and capital gain reports

  for clients.
• Ensure accuracy and completeness of all back-office records and client documentation.

Compliance & Risk Control

• Adhere to SEBI regulations, KYC/AML requirements, and internal compliance policies.
• Support audit processes and ensure all operational practices meet regulatory standards.

Process & Efficiency

• Collaborate with internal teams to streamline processes and improve operational workflows.
• Drive automation and reporting enhancements for better client experience.

Qualifications & Skills

Education

• Graduate/Postgraduate in Finance, Commerce, or related field.
• NISM XA & XB certification preferred.

Experience

• Minimum

  5+ years

  of experience in operations or client servicing within

  banks, wealth management, or financial services

  .
• Prior exposure to handling client transactions in

  Mutual Funds, PMS, AIFs

  is mandatory.

Skills

• Communication

  : Excellent verbal and written communication skills; ability to confidently engage with sophisticated clients.

• Operational Expertise

  : Strong knowledge of wealth management transactions, reporting, and reconciliation.

• Client-Centric

  : Ability to understand client needs and deliver accurate, timely solutions.

• Analytical

  : Proficiency in preparing

  taxation reports, client statements, and MIS reports

  with high attention to detail.

What to Expect?

• A collaborative environment with exposure to senior management and advisors.
• Hands-on experience with advanced platforms and financial technologies.
• Structured growth opportunities in a dynamic wealth management setup.
• Continuous learning across operations, compliance, and product domains.

Location