Assistant Manager

1 month ago


mumbai, India Upstox Full time

Location:

 Mumbai.
Job description summary: The key responsibilities include:1. Mutual Fund Operations:- Manage client registrations, lump-sum purchases, SIPs, and redemptions.- Ensure timely settlement of funds/MF transactions.- Handle new NFO listings and allotments.- Manage SIP mandate handling and resolve client queries.2. IPO Process:- Oversee the listing of new IPOs and enable the same in the product.- Communicate with the tech team for enhancements/modifications.- Handle client queries related to IPO applications and allotments.3. SGB and Debt Fund Products:- List related products promptly.- Handle settlement for products like GSec/T-bills.- Address client queries and communicate with the tech team for product development.4. Communication and Coordination:- Communicate effectively with the BSE Star team to resolve any issues.- Engage with the internal tech team for product development, enhancements, or modifications.- Follow up with RTA for payment queries.5. Wealth Management:- Should have working experience in wealth management firm - Provide insights on investment products and opportunities.- Monitor and analyse market trends, ensuring the investment offerings align with goals.
Meet your team: You will work closely with the Backoffice Ops team, and Backoffice development team. 
Your way to impact: Be self-driven / quick starterHave an ownership mindsetAggressively drive and deliver results
In your day-to-day role you will: As a Manager in the Operation-Invest team, you will be responsible for overseeing the day-to-day operations of various financial products.
What do you need to bring? 1. Master’s degree in Finance, Business, or a related field.2. 10+ years of experience in financial operations and team management.3. In-depth understanding of Mutual Funds, IPOs, SGBs, and Debt fund products.4. Experience in wealth management and a deep understanding of investment products.5. Proven experience in communicating with technical teams for product development.6. Strong leadership and team management skills.
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