Operations Management Professional
2 days ago
About Wealthy:
Wealthy is a leading financial services company that aims to provide innovative solutions to its clients. Our team of experts works tirelessly to ensure that our clients receive the best possible service.
Job Description:
We are seeking a highly skilled Operations Management Professional to join our team. The successful candidate will be responsible for overseeing our mutual fund operations, ensuring timely processing of transactions and compliance with regulatory requirements.
Responsibilities:
- Oversee daily mutual fund operations and ensure timely processing of transactions.
- Monitor compliance with regulatory requirements and company policies.
- Identify and implement process improvements to enhance operational efficiency.
- Stay updated on industry regulations (such as SEC rules) and ensure mutual fund operations comply with all relevant legal requirements.
- Manage in-house processing of KYC under CAMS and CVL KRA platforms. Implement SEBI regulations and ensure compliance within the organization.
- Monitor and reconcile fund flows, ensuring accuracy and timeliness in settlements.
- Oversee compliance and regulatory processes.
- Monitor the end-to-end transaction journey, including both commercial and non-commercial processes.
- Optimize processes by providing product inputs and simplifying operational activities through interactions with external vendors (RTA, AMCs, Payment Aggregators).
- Handle fund activations, scheme master updating, regulatory circulars, purchases, redemptions, SIPs, portfolio analysis, statement analysis, and NAV checks.
- Prepare SOPs.
- Work on transaction reporting across platforms, including BSE Star, API, and manual reporting (channel transactions).
Requirements:
- Minimum 5 years of experience in mutual fund operations or a related field.
- Strong knowledge of regulatory requirements and industry regulations.
- Excellent organizational and communication skills.
- Ability to work under pressure and meet deadlines.
Salary: ₹50 Lakhs - ₹70 Lakhs per annum
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