Assistant Manager-Operations

1 month ago


Gandhinagar, India ASK Investment Managers Full time

Roles and Responsibilities:

Handling end to end Onboarding , Customer service and Operation’s activities at ASK GIFT City involving but not limited to following activities:

  • Undertake end to end documentation for individuals, Non- resident and institutional clients.
  • Scrutinize, fill and dispatch account opening forms to the central team for processing.
  • Act as a bridge between the central CS & Ops team, Offshore team and the Business development team.
  • Ensure timely resolution of queries & requirements raised by respective clients/ RMs/ distributors/Offshore team
  • Coordinate with concerned departments for critical & complex requirements & escalations.
  • Liaise with the stake holders for discrepancy resolution and faster TAT for account opening.
  • Effectively use the CRM systems to track the status of transactions and ensure timely funding and activation of accounts.
  • Effectively use Wealth Spectrum for client accounting
  • Ensuring MIS around all clients onboarded in Gift City.
  • Ensure all requests, queries and complaints are routed through CRM.
  • Utilize system to generate reports as requested and share with the channel partners/ investors within the defined TAT.
  • Constantly strive to improve the processes and share feedback on a real time basis.
  • Ability to multi-task and manage high volumes during the day.
  • Maintain the uniformity in service delivery standards.
  • Liaison with clients to Login on the Website as & when required.
  • Ensure the written down processes are followed without any deviation.
  • Maintain MIS for pending documents & waivers granted & ensure timely follow up & closure
  • Assisting and co-ordination with Internal and Statutory Auditors for audit process and resolving their queries
  • Any other work given by the Central team.


Qualifications and Experience

  • Graduate With Relevant Experience.
  • Possess & ensure thorough knowledge of critical documentations for all PMS product, latest developments & regulatory requirements
  • BFSI space who have worked in a similar Portfolio Management setup
  • Good Interpersonal Skills
  • Excellent communication skills
  • System orientation and process improvement
  • 3-5 Year’s of Relevant experience in PMS/ AMC set up.


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