Head of Mutual Fund Operations

3 days ago

Gurgaon, Haryana, India SBNRI Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Company description -

SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics.


Location:
Gurgaon


Salary:
Negotiable (based on experience)

Key Responsibilities :

  • Mutual Funds KYC Operations
    – Manage end-to-end KYC operations in compliance with regulatory guidelines.
  • Intermediary Coordination
    – Liaise with platforms like
    BSE Star, Redvision
    , and other intermediaries for smooth transaction processing.
  • Distributor & Client Engagement
    – Work closely with sub-distributors, clients, and customers to facilitate onboarding, approvals, and documentation.
  • NRI Onboarding & Compliance
    – Lead onboarding for NRI clients, handle
    FATCA-related queries
    , and ensure compliance with global standards.
  • Reporting & Analytics
    – Generate and present reports for internal tracking and client communication; prepare monthly summaries for management.
  • Application Processing
    – Upload and process applications for new entities via
    DBMS software
    and maintain proper records.
  • Data Management
    – Oversee daily data entry tasks using
    MS Excel
    , ensuring accuracy and completeness.
  • Customer Query Handling
    – Resolve client queries (new & existing) related to
    KYC and investments
    with a customer-first approach.
  • Team Collaboration
    – Work with cross-functional teams to improve workflows, support automation, and enhance overall efficiency.

Required Skills & Qualifications

  • Graduate/Postgraduate in
    Finance, Commerce, or Business Administration
    (MBA preferred).
  • 5+ years of experience in
    operations, mutual funds, or investment KYC processes
    (experience in fintech is an advantage).
  • Strong knowledge of
    Mutual Fund regulations, FATCA compliance, and NRI onboarding.
  • Proficiency in
    MS Excel, DBMS tools, and reporting systems.
  • Excellent communication skills for client interaction and cross-team collaboration.
  • Problem-solving mindset with the ability to handle escalations and deliver solutions effectively.
  • Detail-oriented, process-driven, and capable of working in a fast-paced startup environment.

Why Join Us?

  • Be a part of a
    revolutionary fintech product
    reshaping NRI investments.
  • Opportunity to
    own and drive critical operations
    with visible business impact.
  • A collaborative and fast-paced
    startup culture
    that values innovation, learning, and growth.
  • Competitive salary and career advancement opportunities.

If you are passionate about
fintech operations
and eager to contribute to a high-growth startup, we'd love to hear from you

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