Operations Manager

1 day ago


Hiranandani Estate Thane Maharashtra, India cashrich Full time ₹ 2,00,000 - ₹ 3,60,000 per year

CashRich is a venture-funded wealth-tech startup with 300,000+ users. The company was selected by the Government of Maharashtra as one of the top innovative fintech startups and awarded a financial grant. CashRich was started with a vision to provide high-quality wealth management services using a convenient mobile app. The CashRich app provides a simple and intuitive user interface but has powerful algorithms running in the background. CashRich app provides investment options based on the user's profile and financial goals.

Responsibilities:

  • Assist with mutual fund transaction processing, including purchases, redemptions, and SIP registrations
  • Responsible for defining, developing, and addressing key operational processes and issues
  • Day-to-day liaison with BSE, RTAs, and AMCs for smooth processing of transactions
  • Collaboration with internal teams: product, finance, customer service, etc.
  • Analysis and working on issues faced in the existing process and provide solutions
  • Ensuring all regulatory expectations are met
  • Review clients' transactions/portfolio regularly for discrepancies and reconciliation

Qualification:

  • Experience of 6 months to 1 year in Mutual Fund / Wealth Management company
  • Strong analytical and Excel skills (knowledge of Google Sheets is a plus)
  • Attention to detail
  • Knowledge of mutual funds or investment products is a plus

Note: The compensation will include a fixed pay along with performance based incentives

Job Type: Full-time

Pay: ₹200, ₹360,000.00 per year

Ability to commute/relocate:

  • Hiranandani Estate, Thane, Maharashtra: Reliably commute or planning to relocate before starting work (Required)

Experience:

  • Mutual Funds: 1 year (Preferred)

Work Location: In person



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