Service Delivery Manager

2 weeks ago

Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 12,00,000 - ₹ 16,00,000
Job Description

We are seeking a detail-oriented Service Delivery Manager to manage client onboarding, reconciliation, custody operations, and reporting functions for our Portfolio Management Services.

The ideal candidate will be responsible for ensuring seamless trade settlements and fund flows, monitoring daily broker/custodian feeds for trades and holdings, and performing daily reconciliation of securities, funds, and corporate actions.

  • Client Onboarding & Account Management
    • Manage end-to-end account opening for PMS clients (Individual, HUF, Corporate, NRI, Trust)
    • Coordinate with clients, RMs, and distributors for KYC/CML documentation
    • Review forms for accuracy and regulatory compliance
    • Liaise with custodians/brokers for account setup and strategy allocation
    • Maintain onboarding trackers and share timely updates
  • Custody & Reconciliation
    • Monitor daily broker/custodian feeds for trades and holdings
    • Perform daily reconciliation of securities, funds, and corporate actions
    • Resolve breaks/discrepancies and escalate as needed
    • Ensure smooth trade settlements and fund flows
  • Operations & Reporting
    • Process client transactions (top-up, withdrawal, strategy switch)
    • Assist in preparing client reports, MIS, and regulatory submissions
    • Work with compliance to ensure SEBI guidelines are followed
    • Maintain SOPs and support process improvements
Required Skills and Qualifications
  1. Graduate or Postgraduate in Finance, Commerce, or related field
  2. 25 years of experience in PMS, Mutual Funds, Custodian, or Broking back-office operations
  3. Strong understanding of account types: Individual, NRI, HUF, Trust, Corporate
  4. Proficiency in MS Excel; knowledge of portfolio/reporting software is a plus
  5. Strong communication skills, attention to detail, and ability to multitask
Benefits

This role offers an opportunity to work with a leading organization in the financial industry, providing a challenging and dynamic work environment. The successful candidate will have the chance to develop their skills and expertise in a fast-paced and constantly evolving industry.

Others

Please note that this job description is not exhaustive and may change based on business requirements.

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