Team Lead Mutual Funds Operations

3 - 7 years

0 Lacs

Posted:2 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a part of the SBNRI team, you will be responsible for leading and overseeing the Mutual Funds KYC division. Your role will involve ensuring smooth end-to-end operations with a focus on accuracy, efficiency, and compliance. Some of your key responsibilities include: - Supervising and mentoring team members to ensure timely completion of KYC processing, onboarding, and related operational activities. - Coordinating with intermediary platforms such as BSE Star, Redvision, and others to ensure seamless data flow and operational integration. - Acting as a point of escalation for sub-distributors and customers, providing support on KYC, onboarding, and approval-related matters. - Reviewing and finalizing reports prepared by the team for internal processes and client information purposes. - Overseeing the processing of new entity applications, ensuring accurate data entry and uploading in DBMS software. - Monitoring and maintaining data accuracy through daily administrative support and quality checks using MS Excel and other internal tools. - Ensuring effective resolution of customer queries (new and existing) related to KYC and investment processing, maintaining high satisfaction levels. - Preparing and reviewing monthly performance and operational reports, sharing insights with management for continuous process improvement. - Collaborating with cross-functional teams (Tech, Product, Compliance) to enhance automation and efficiency within KYC operations. Key Requirements: - Strong leadership, analytical, and coordination skills. - Experience in mutual fund operations or KYC processes preferred. - Proficiency in MS Excel, DBMS, and related tools. - Ability to thrive in a fast-paced, startup environment. In addition to the job responsibilities and key requirements, it is essential to note that SBNRI is a company that values passionate team players who are eager to build revolutionary products in the fintech industry. If you are enthusiastic about being a part of an innovative team and contributing to our exciting journey of growth and development, this role may be the perfect fit for you.,

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