Operations Manager

3 days ago

Mumbai, Maharashtra, India Omniscience Capital Advisors Private Limited Full time ₹ 3,00,000 - ₹ 15,00,000 per year

Job Description – Operations Manager

Designation : Assistant Manager/Deputy Manager

Location : Mumbai

Core Responsibilities:

Client Onboarding & KYC Management:

  • Conduct KYC verification and ensure compliance with regulatory requirements.
  • Perform risk profiling and validation checks.
  • Complete form filling and documentation for onboarding clients.
  • Follow up with clients and distributors for additional information or clarification whenever required.
  • Stay updated with KYC regulations and internal policy changes to ensure adherence.
  • Download KRA, scan and archive forms securely.
  • Send welcome emails to newly onboarded clients and update CRM systems accordingly.

Distributor Onboarding & Management:

  • Process distributor onboarding by handling form filling and KYC validation as per established checklists.
  • Ensure compliance with the onboarding checklist.
  • Scan and archive onboarding documentation securely.
  • Send welcome emails and onboard distributors while updating CRM.

Operational & Administrative Duties:

  • Daily cleanup and organization of personal mailbox.
  • Process client modifications, re-KYC, closure requests, and miscellaneous inquiries.
  • Maintain accurate records of client interactions and document archiving.
  • Ensure compliance with documentation standards and maintain all records systematically. Should be comfortable with handling paperwork.

Process Improvement & Revenue Optimization:

  • Identify opportunities to boost revenue, reduce costs, or enhance process efficiency.
  • Develop and implement solutions for workflow improvement and automation.
  • Collaborate with teams to drive operational excellence and adherence to compliance standards.

Support client investment operations:

  • Prepare detailed client portfolio reports from the fund accounting system.
  • Prepare the deployment/rebalancing files.
  • Manage monthly payouts to clients under the regular income strategies.

Key Skills & Qualifications:

  • Bachelor's degree in finance, Accounting, Business Administration, or related field.
  • Proven experience in investment operations, KYC verification, and client onboarding.
  • Excellent coordination and communication skills with clients and distributors.
  • Proficiency in CRM systems, and regulatory compliance frameworks.
  • Ability to handle paperwork effectively, ensuring accuracy and compliance.
  • Ability to drive process improvements, cost-saving initiatives, and revenue optimization strategies.
  • Proficiency in Microsoft excel and basic data management.

Experience:

Preferred 2-5 years of work experience in an asset management firm including mutual fund, PMS and AIF.

Job Type: Full-time

Pay: ₹300, ₹500,000.00 per year

Work Location: In person

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