Operations Manager

1 week ago

Dhanbad Ranchi, India Aditya Birla Sun Life AMC (ABSLAMC) Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Role & responsibilities

  • Processing of transactions as per regulatory guidelines and within the laid down SOPs including PMS transactions
  • Processing KYC applications and reconciling the KYC status and ensuring collection of pending documents to facilitate completeness of documentation requirement
  • Data enrichment to facilitate transactional convenience and information dissemination
  • Processing KYC applications for customer acquisition
  • Scrutinising PMS applications for account opening and subsequent servicing of PMS accounts
  • To handle transmission cases promptly and with empathy and due diligence.
  • Display of NAV and addendum as per the guidelines
  • Managing DTSM as per the guidelines and SOPs
  • Ensuring no regulatory deviation in the branch related to transaction processing .
  • To liaise with Banks, Sales Team and HO from time to time for transaction related activities
  • To liaise with Sales / Sales Support to clear any issues related to transaction processing
  • Cross Sell , Up-Sell all Birla products LI, HI, MF (40% Sales, 60% Ops)
  • To build a strong relationship with service providers/vendors like RTA, bankers, courier, etc. at local level
  • Servicing IFAs pertaining to branches and MR locations
  • Cross sell and Upsell 40% (60% Operations + 40% Sales )

Preferred candidate profile

  • Experience in Mutual Funds Operations
  • Candidate should be ready for 40% sales

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