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Operations Officer
2 weeks ago
**Manager - Operations**
**Job Summary**
We are seeking an efficient, detail-oriented Operations professional to join our growing organization. In this position, you will be responsible for the day-to-day implementation and oversight for all aspects of the operational processes, controls, systems and environment.
**Responsibilities**:
- Prepare Documentation for executing different type of investments including mutual funds, insurance, fixed deposits, AIFs etc
- Execute investor onboarding and KYC on our online transaction platform
- Daily follow and recon for all trades done during the day
- Co-ordinate with various financial product manufacturers like Mutual Funds, PMS, etc on behalf of the company
- Coordinate with the back-office of clients to ensure smooth and error free execution of transactions & queries
- Maintain and modify as necessary the information and technology infrastructure being used to manage investor assets
- Work with investment team, custodian and external service providers to troubleshoot any anomalies in investment performance reporting.
- Establish, refine and implement key company and SEBI compliance policies and procedures.
- Oversee document file storage and management.
Qualifications Required
- Basic knowledge of financial products and processes.
- High ethical standards and personal integrity.
- Good English speaking and writing skills
- Strong interpersonal skills and ability to interact professionally with vendors, investment managers and other professionals.
- Highly organized with ability to multi-task, prioritize and work both independently and collaboratively to produce highly accurate work product
Location of Job : BKC, Mumbai
Company Background
**Salary**: ₹8,086.00 - ₹35,000.00 per month
**Benefits**:
- Health insurance
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Application Question(s):
- Is your operations experience in a Mutual Fund or Wealth Management business or MFD business ?
**Experience**:
- Operations: 3 years (required)
**Language**:
- English fluently (required)
**Speak with the employer**
+91 9967362633
Expected Start Date: 01/03/2023
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