Operations Manager-Mutual Fund

3 weeks ago

Mumbai, India Fintoo Full time

FINTOO, a SEBI Registered Investment Advisor (RIA), is a Robo Wealth and Tax Advisory platform (web & mobile) that offers Wealth Advisory, Retirement Planning and Tax planning solutions followed by investment execution to complete the entire circle. Committed to driving transformative change, we take pride in being among the early adopters of technology-driven wealth management solutions in the Indian financial landscape.

Exp--Mandatory in Mutual fund with more than 2+yrs

Location --Andheri (East)

Designation --Sr.Ops Executive / Operations Manager

Job Description:

  • Knowledge of SEBI/AMFI regulations/guidelines Servicing distributors across India
  • Manage end-to-end distribution business operations with includes Mutual Fund, IPO, Bonds, Insurance etc.
  • Provide guidance to stakeholders/projects on KYC need
  • Onboarding new clients (KYC, account opening and order processing) and ensure responses to customer queries are as per the defined TAT
  • Coordinate end-to-end query resolution with multiple entities such as RTA, Payment Gateway Partners, AMCs, and customers.
  • Identify the issues/bugs in any processing application and get the same resolved with responsible teams
  • Mutual Fund AUM Reconciliation and other MIS
  • Continuously update knowledge on various product offering/process and regulatory changes and stay ahead of the curve for quick resolutions
  • Maintain positive, empathetic and professional attitude towards customers at all times

Knowledge, Skills and Expertise


• 2+ years of expertise in mutual fund operations at a financial service or wealth management business is mandatory. Experience with a Fintech company will be a plus.


• Understanding of SEBI Regulations and AMFI guidelines


• Effective knowledge of MS Word, Excel, and PowerPoint


• Strong on analytics and problem-solving skills.

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