Operations Manager

3 - 7 years

0 Lacs

Posted:4 weeks ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As an experienced back-office operations professional in the financial services industry, your role at Motilal Oswal will involve the following key responsibilities: - Handle day-to-day back-office operations for Motilal Oswal trading accounts. - Execute and track mutual fund transactions, redemptions, and SIPs. - Coordinate with AMC's and Motilal's support team for operational tasks. - Manage insurance policy data, renewal tracking, and communication. - Maintain client KYC and onboarding documentation. The company you will be working for is a comprehensive financial services provider, offering solutions for insurance, mutual funds, equities, and tax planning. They are committed to providing investor-friendly advice for wealth growth and financial planning tools to help clients achieve their financial goals. With a focus on customized solutions, the company aims to address all financial queries related to investments, savings, tax planning, and insurance. Partnering with Motilal Oswal Group, the company leverages over 30 years of experience and research in equity and other financial services. Additionally, collaborations with various AMCs enable them to offer a wide range of mutual fund schemes tailored to meet diverse needs. By providing a single platform for all financial concerns and solutions, the company aims to simplify the financial journey for their clients.,

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