Operational Specialist

2 days ago

west bengal, India VSERVE Financial Solutions Full time

Job Description : Operations Executive - Mutual Fund and Insurance Industry

Position : Operations Executive
Location : Kolkata, NagerBazar, West Bengal.
Department : Operations
Reporting To : Operations Manager
Employment Type : Full-Time

About Us :

Vserve Financial Solutions is a leading player in the mutual fund and insurance industry. We are committed to delivering exceptional financial products and services to our clients. We pride ourselves on our customer-centric approach and our commitment to innovation and operational excellence.

Job Summary :

The Operations Executive will play a key role in ensuring the smooth and efficient functioning of our mutual fund and insurance operations. This role involves handling day-to-day operational tasks, ensuring compliance with industry regulations, and working closely with various teams to support business processes. The ideal candidate will have a strong understanding of mutual funds and insurance operations, excellent attention to detail, and the ability to work effectively in a fast-paced environment.

Key Responsibilities :-

- Transaction Processing : Handle the end-to-end processing of mutual fund and insurance transactions, including purchase, redemption, and switch orders. Ensure all transactions are accurately processed and settled within the required timelines.

- Client Onboarding : Assist in the onboarding of new clients by verifying documents, setting up accounts, and ensuring compliance with regulatory requirements.

- Data Management : Maintain accurate and up-to-date records of all transactions and client information in the system. Regularly update and reconcile data to ensure consistency and accuracy.

- Compliance and Reporting : Ensure all operational activities comply with relevant regulations and internal policies. Prepare and submit required regulatory and compliance reports on time.

- Client Support : Address client inquiries related to operations, including account status, transaction history, and other operational matters. Collaborate with the customer service team to resolve any client issues promptly.

- Reconciliation : Perform regular reconciliation of accounts, transaction records, and fund balances. Investigate and resolve discrepancies in a timely manner.

- Risk Management : Identify potential operational risks and implement controls to mitigate them. Ensure that all processes adhere to risk management policies and procedures.

- Process Improvement :Continuously evaluate and improve operational processes to enhance efficiency, accuracy, and client satisfaction. Collaborate with other departments to streamline workflows.

- Reporting :Generate and analyze operational reports to monitor key performance indicators (KPIs) and operational efficiency. Provide insights and recommendations to management.

Qualifications :-

- Bachelor's degree in Finance, Business Administration, or a related field.
- 2-3 years of experience in operations within the mutual fund or insurance industry.
- Strong understanding of mutual funds, insurance products, and financial markets.
- Knowledge of industry regulations, including SEBI, IRDAI, and AMFI guidelines.
- Proficient in using financial software and tools; experience with MS Excel, G-Suite and CRM systems
- Excellent organizational skills with strong attention to detail.
- Ability to work independently and collaboratively in a team environment.
- Strong communication and interpersonal skills.
- Ability to manage multiple tasks and prioritize effectively under tight deadlines.

Why Join Us :-

- Opportunity to work with a dynamic and growing company in the financial services industry
- Collaborative and inclusive work environment.
- Competitive salary and benefits package.
- Continuous learning and professional development opportunities.

Application Process :-

Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to sundeep@vservefinancial.com . Please include "Operations Executive - Mutual Fund and Insurance" in the subject line.

Vserve Financial Solutions is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

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