Retail SMA Operations Specialist

1 week ago


Hyderabad, Telangana, India beBeeOperations Full time ₹ 10,00,000 - ₹ 1,50,00,000
Job Summary

This role is focused on providing operational excellence in the Retail Separately Managed Accounts (SMA) space.

Main Responsibilities
  • Collaborate with Asset Management and Consumer Wealth teams to design a strategic platform for SMA operations.
  • Perform day-to-day activities including funding, onboarding, exception review, and daily monitoring.
  • Identify and suggest controls, perform oversight, and leverage business intelligence tools to ensure accounting accuracy.
  • Create SLA metrics and forecasting to track KPIs and KRIs.
  • Coordinate with portfolio managers on cash funding, withdrawals, trading requests, and account attribute changes.
Key Requirements
  • Previous experience in Operations and/or Financial Services Industry, preferably in Asset management.
  • Extensive understanding of product lifecycle and user experience for distributing financial products on a digital platform.
  • Practical knowledge of fund accounting and understanding of accounting impact across different lifecycle events.
  • Advanced skills in Microsoft Excel and proficient in PowerPoint, Word, and other MS Office Suites.
  • Strong collaboration, team-oriented, and consensus-building skills.


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