Job
Description
As an Operations Manager at our wealth management company, your role involves managing and streamlining operational processes to ensure the smooth execution of day-to-day operations, compliance with regulatory standards, and delivery of exceptional client services. Your key responsibilities will include: - Managing all operations, admin, and client support work. - Preparing and processing documentation related to investments, account opening, KYC compliance, fund transfers, and other client documentation for mutual fund investments. - Processing transactions such as purchases, redemptions, and switches for mutual funds. - Verifying and reconciling mutual fund investments and statements. - Monitoring and updating SIPs, SWPs, and other structured investment transactions. - Maintaining and updating client records, investment portfolios, and transaction data in the system. - Analyzing financial/non-financial data of our company's clients. - Acting as a liaison between relationship managers, financial advisors, and clients to ensure seamless communication and service delivery. - Analyzing operational metrics to identify areas for improvement. - Recommending and implementing improvements in operational workflows for enhanced efficiency and accuracy. Qualifications: - Education: Bachelor's degree in commerce, Finance, or a related field. - Experience: Minimum 3-5 years of experience in back-office operations, focusing on mutual funds. - Hands-on experience with mutual fund platforms (e.g., CAMS, Karvy/KFintech, MF Utilities) is highly desirable. - Basic knowledge in Mutual Funds & other financial products. Skills required: - Strong understanding of financial instruments, investment processes, and regulatory frameworks. - Proficiency in MS Office (Excel, Word) and financial software. - Effective communication skills for coordination with internal teams and external stakeholders. If you are passionate about working in the wealth management industry and meet the above requirements, please send your updated resume to aishwarya.marathe@wealthvault.in with the subject line "Application for Operations Manager [Your Name]." We offer a supportive work environment that encourages professional growth, opportunities to expand expertise in wealth management operations, competitive compensation, and benefits. As an Operations Manager at our wealth management company, your role involves managing and streamlining operational processes to ensure the smooth execution of day-to-day operations, compliance with regulatory standards, and delivery of exceptional client services. Your key responsibilities will include: - Managing all operations, admin, and client support work. - Preparing and processing documentation related to investments, account opening, KYC compliance, fund transfers, and other client documentation for mutual fund investments. - Processing transactions such as purchases, redemptions, and switches for mutual funds. - Verifying and reconciling mutual fund investments and statements. - Monitoring and updating SIPs, SWPs, and other structured investment transactions. - Maintaining and updating client records, investment portfolios, and transaction data in the system. - Analyzing financial/non-financial data of our company's clients. - Acting as a liaison between relationship managers, financial advisors, and clients to ensure seamless communication and service delivery. - Analyzing operational metrics to identify areas for improvement. - Recommending and implementing improvements in operational workflows for enhanced efficiency and accuracy. Qualifications: - Education: Bachelor's degree in commerce, Finance, or a related field. - Experience: Minimum 3-5 years of experience in back-office operations, focusing on mutual funds. - Hands-on experience with mutual fund platforms (e.g., CAMS, Karvy/KFintech, MF Utilities) is highly desirable. - Basic knowledge in Mutual Funds & other financial products. Skills required: - Strong understanding of financial instruments, investment processes, and regulatory frameworks. - Proficiency in MS Office (Excel, Word) and financial software. - Effective communication skills for coordination with internal teams and external stakeholders. If you are passionate about working in the wealth management industry and meet the above requirements, please send your updated resume to aishwarya.marathe@wealthvault.in with the subject line "Application for Operations Manager [Your Name]." We offer a supportive work environment that encourages professional growth, opportunities to expand expertise in wealth management operations, competitive compensation, and benefits.
