
Team Lead
2 days ago
Key Responsibilities
- Oversee the day-to-day backend operations for mutual fund transactions including purchases, redemptions, switches, and SIPs.
- Monitor transaction flow and ensure timely processing and settlement of orders through RTA platforms (e.g., CAMS, KFintech).
- Perform and validate daily reconciliation between client orders, fund house confirmations, and RTA data.
- Handle discrepancies and exceptions by coordinating with AMCs, RTAs, and internal tech/product teams.
- Manage and ensure correctness of client account statements, NAV updates, and unit allocations.
- Work closely with compliance and audit teams to ensure adherence to SEBI regulations and internal SOPs.
- Implement process improvements, automation initiatives, and contribute to scalability of backend systems.
- Train and lead junior team members, allocate tasks, and monitor team performance against KPIs.
- Prepare periodic MIS reports, dashboards, and data summaries for senior management.
- Support in resolving escalated customer issues related to backend operations.
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