Operations Manager-Mutual Funds Private Wealth

As an Operations Manager at our wealth management company located in Chandigarh, you will play a crucial role in overseeing and optimizing our operational processes. With a minimum of 2-5 years of experience in back-office operations, specifically focusing on mutual funds, you will be responsible for ensuring the smooth execution of day-to-day activities, maintaining regulatory compliance, and delivering exceptional client services. Your primary duties will revolve around managing operations, administration, and client support tasks. This includes handling documentation for investments, account opening, KYC compliance, fund transfers, and other mutual fund-related transactions. You will also be responsible for processing mutual fund transactions such as purchases, redemptions, and switches, as well as verifying and reconciling investments and statements. In addition, you will monitor and update investment plans, maintain client records and transaction data, and analyze financial and non-financial data. Acting as a liaison between relationship managers, financial advisors, and clients, you will ensure effective communication and service delivery. By analyzing operational metrics, you will identify areas for improvement and implement workflow enhancements to increase efficiency and accuracy. To qualify for this role, you should hold a Bachelor's degree in commerce, Finance, or a related field. Your previous experience should demonstrate a deep understanding of financial instruments, investment processes, and regulatory frameworks, with a specific focus on mutual funds. Hands-on experience with mutual fund platforms like CAMS, Karvy/KFintech, or MF Utilities is highly desirable, along with basic knowledge of Mutual Funds and other financial products. Strong proficiency in MS Office applications, especially Excel and Word, as well as financial software, is required. Effective communication skills will be essential for collaborating with internal teams and external stakeholders. In return, we offer a supportive work environment that fosters professional growth, opportunities to expand your expertise in wealth management operations, competitive compensation, and benefits. If you are enthusiastic about contributing to the wealth management industry and meet the qualifications outlined above, please submit your updated resume to aishwarya.marathe@wealthvault.in with the subject line "Application for Operations Manager [Your Name]." This is a full-time position with benefits including cell phone reimbursement, flexible schedule, health insurance, leave encashment, and paid time off. The work schedule is during day shifts at our office in Chandigarh.,