Senior Operations Manager

📍 Location: Delhi/Chennai

💼 Type: Full-time

💰 CTC: As per industry standards

Valtrust Capital

Senior Operations Manager / Team Lead

🔹Key Responsibilities:

lead, streamline, and automate our mutual fund and alternates distribution operations

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• Executing and monitoring investments (Mutual Funds / PMS / AIFs) for clients
• Coordinating with intermediary platforms such as BSE STAR, RedVision, etc.
• Coordinating with sub-distributors and customers for approvals, onboarding, and KYC
• Preparing sub-distributor payouts
• Reconciling brokerage revenue and invoicing with Accounts
• Preparing AUM inflow and outflow MIS
• Filling in for Executives when required
• Conducting performance evaluations and managing hiring for the operations team

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🔹What We’re Looking For:

• 5 years of experience

  of Operations with mutual fund distribution/wealth management businesses
• Hands on experience with

  Red Vision, BSE STAR, NSE MF, Mailback reports

  , etc.

• CRM & Workflow Expertise:

  Demonstrated ability to implement and manage CRM or equivalent platforms with centralized client data, ticketing, task automation, and communication tracking.

• Automation & Dashboards:

  Proven track record of designing automated workflows, triggers, templates, and dashboards to improve TAT and accountability.

• Document Management & SOPs:

  Skilled in integrating and managing centralized document repositories with version control, secure access, and role-based rights; drafting SOPs and training staff.

• Financial Services Knowledge:

  Familiarity with mutual funds, PMS, AIFs, client onboarding, compliance, and reporting.

🔹What You’ll Get:

• Growth opportunity within the organization
• Low Hierarchy in the organization

Education Level:

NISM – Series VA

Commerce and Finance

· BBA / BCom(H) /MBA

🌐 Learn more: www.valtrustcapital.com

💼 Interested?

Or email your CV to:

📧 hr@valtrustcapital.com, shivani.upadhyaya@valtrustcapital.com