Client Operations Manager

2 weeks ago

Chennai, Tamil Nadu, India Itus Capital Advisors Pvt Ltd Full time

Company Description : Itus Capital is an asset management company founded in Jan 2017, with its offices in Chennai, Bangalore and Houston.

Role Purpose: As an Operations Specialist, you will be responsible for managing the client and partner journey of Itus from end to end. This will include responsibility for account opening (individual, FPI, trust, company accounts) reviewing and exiting clients and partner agreements and fee structures according to established policies and procedures and handling relevant documentation. You will be responsible for handling internal audits and following set processes for sending account statements to all clients. You will also be responsible for calculating portfolio returns and preparing the various MIS of the firm to report to management. You will need to understand the KYC and KYD process and have good connect with RTA and Custodians.

Role Summary:

Company Name : ITUS Capital

Company URL :

Role : Client Operations Manager

Reporting to : Client Onboarding & Operations Manager

Experience : 7-10 years

Location : Chennai

Education : Post Graduate ( preferred)

Key Responsibilities:


• Performing the due diligence on new Clients, requesting the KYC information, documentation, review and verification of received documentation and making an analytical risk assessment for new Clients;


• Processing of Account opening documentation received from Sales teams


• Liaise closely with management for approvals of client documents and ensure paperwork is complete before processing the documents in relevant systems


• Review completed and approved documents and enter into various systems/applications used for client on-boarding /set up


• Work with the Business team to ensure Account Opening requests are processed in a timely manner and TATs are maintained


• Maintain continuous contact with customer in order to keep customer file updated


• Processing of Account Maintenance requests (address changes and any other referential data) received from clients into relevant systems


• Periodical review of KYC records as to completeness, including verifying that due diligence has been performed; also that the files and risk assessments are current and up to date


• Processing of Account Closure requests received after performing appropriate checks and balances


• Escalate any risk issues to management


• Preparing month end data and dissemination of reports to partners on reporting


• Ability for monitoring cash-inflow and coordinating with the custodian to allocate to client

accounts.


• Coordinate preparation of compliance reports, work with internal and external auditors for

Client year-end reports


• Ability to work with technology, systems and understanding of work flows


• Inclination to learn and handle client queries and provide a seamless experience for clients

Requirements of the role


• Strong investigative, analytical and problem solving skills


• Experience of client onboarding process preferred.


• Strong attention to detail and be highly deadline oriented


• Ability to handle volumes with accuracy


• Providing value-added client service to the business


• A proactive nature, challenging and questioning processes, seeking innovative solutions to improve efficiency and mitigate risk


• Ability to identify, escalate risk issues and manage upward communication to all stakeholders and install adequate controls to mitigate risk


• Excellent teamwork skills, outgoing and motivated

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