StepTrade Capital

Job Summary: We are seeking a dedicated and detail-oriented Asst. Operations Manager to manage the day-to-day operations related to our Portfolio Management Services (PMS) and Alternative Investment Fund (AIF) products. The ideal candidate will handle client onboarding, report updates, document follow-ups, and other essential tasks to ensure smooth operational functioning. Key Responsibilities: • Manage and streamline the process of onboarding new clients for PMS & AIF products, ensuring timely collection and verification of KYC documents and other required information. • Prepare and update client reports on a regular basis, ensuring accuracy and compliance with internal and regulatory guidelines. • Coordinate with clients and internal teams to follow up on pending documents, ensuring all necessary paperwork is completed and filed on time. • Maintain and update client records, transaction details, and documentation in internal systems. • Ensure that all operational tasks comply with the guidelines of SEBI and other regulatory bodies, assisting in compliance reporting. • Act as a point of contact for clients regarding operational queries, providing updates and resolving issues related to their PMS & AIF accounts. • Work closely with the finance, compliance, and customer service teams to ensure seamless service delivery. • Assist in streamlining operational processes and identifying areas for improvement to enhance efficiency. Qualifications & Skills: • Bachelor’s degree in Commerce, Finance, or related field (MBA preferred). • 3+ years of experience in financial services, preferably in PMS, AIF, or wealth management operations. • Strong proficiency in MS Office, especially MS Excel. • Excellent communication skills, both written and verbal. • Attention to detail and ability to manage multiple tasks. • Knowledge of SEBI regulations for PMS & AIF products is an advantage.