Mutual Funds Operations Manager
3 weeks ago
Wealth Redefine is a boutique Mutual Fund distribution firm based in Noida, India. Our team comprises professionals with diverse backgrounds, providing tailored solutions to corporate clients and High Net Worth Individuals.
Role Overview
The Service Manager will be responsible for daily management of mutual fund operations, client servicing, portfolio monitoring, and coordinating with fund houses. This role involves conducting performance reviews, preparing reports, and providing investment advice to clients.
Key Responsibilities
- Manage mutual fund operations, including client onboarding, trade execution, and settlement
- Provide exceptional client service, responding to queries, and resolving issues in a timely manner
- Monitor and analyze portfolio performance, identifying areas for improvement and implementing strategies to optimize returns
- Coordinate with fund houses to ensure seamless operations and timely reporting
- Prepare and present reports to clients and internal stakeholders, highlighting key performance indicators and market trends
- Develop and maintain strong relationships with clients, understanding their investment goals and objectives
Requirements
- Strong knowledge of Mutual Funds, Portfolio Management, and Alternative Investment Products
- Experience in client servicing, operations management, and portfolio monitoring
- Excellent analytical and problem-solving skills
- Ability to provide investment advice and financial planning solutions
- Proficiency in financial analysis and reporting
- Effective communication and interpersonal skills
- Bachelor's degree in Finance, Business, Economics, or related field
- Certifications such as AMFI, NISM, or CFP would be a plus
- Fluent in English
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