Operations Manager | Mutual funds operations

Aditya Birla Sun Life AMC (ABSLAMC)

1 - 6 years

4 - 6 Lacs

dhanbad ranchi

Posted:3 days ago| Platform:

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Skills Required

mutual funds branch operations operations

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Processing of transactions as per regulatory guidelines and within the laid down SOPs including PMS transactions
Processing KYC applications and reconciling the KYC status and ensuring collection of pending documents to facilitate completeness of documentation requirement
Data enrichment to facilitate transactional convenience and information dissemination
Processing KYC applications for customer acquisition
Scrutinising PMS applications for account opening and subsequent servicing of PMS accounts
To handle transmission cases promptly and with empathy and due diligence.
Display of NAV and addendum as per the guidelines
Managing DTSM as per the guidelines and SOPs
Ensuring no regulatory deviation in the branch related to transaction processing .
To liaise with Banks, Sales Team and HO from time to time for transaction related activities
To liaise with Sales / Sales Support to clear any issues related to transaction processing
Cross Sell , Up-Sell all Birla products LI, HI, MF (40% Sales, 60% Ops)
To build a strong relationship with service providers/vendors like RTA, bankers, courier, etc. at local level
Servicing IFAs pertaining to branches and MR locations
Cross sell and Upsell 40% (60% Operations + 40% Sales )

Preferred candidate profile

Experience in Mutual Funds Operations
Candidate should be ready for 40% sales

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