Operations Manager

Key Responsibilities

• Handle day-to-day operational activities related to mutual fund transactions including purchase, redemption, switches, and SIP/STP registrations.
• Coordinate with AMCs, R&T agents (CAMS/Karvy/KFin) for timely processing of transactions.
• Maintain and update client records, KYC status, FATCA, and other regulatory documentation.
• Process client onboarding, account creation, and ensure accurate data entry in Back-office systems.
• Provide excellent client servicing by addressing investment-related queries and follow-ups.
• Generate account statements, portfolio summaries, and reports as required.
• Monitor SIP mandates, rejected transactions, and ensure timely resolution.
• Assist in preparing and presenting MIS reports and dashboards for management review.
• Coordinate with sales teams to support business operations and client engagement activities.

Required Skills & Qualifications

• 1–3 years of experience in Mutual Fund/Financial Services operations preferred.
• Good knowledge of mutual fund products, SEBI/AMFI regulations, and KYC processes.
• Strong MS Excel, MIS reporting, and documentation skills.
• Good communication skills (English/Hindi).
• Ability to manage multiple tasks and meet deadlines.

Job Type: Full-time

Pay: ₹20,000.00 - ₹30,000.00 per month

Work Location: In person