Investment Operations Manager

The Manager  Operations (Investments) is the crucial backbone of the business as:
 (S)he will be the first point of contact for the client.
 (S)he is going to be responsible for the backend operations & client servicing.
 (S)he will be the first point of contact with product manufacturers like Mutual fund houses, Insurance Cos, Registrars, Banks & other stake holders.
 (S)he would be responsible for Data Management, MIS, reconciliation, documentations & filings.
 (S)he would be expected to establish strong relationship with various stakeholders like the manufacturers, relationship managers, management & others.

Job Description: -
 Responsible for servicing of the client accounts and managing all service-related issues.
 Proper understanding of Mutual Funds operational work
 Familiarity with BSE Star, NSEMF, MF Utilities, AMC website etc.
 Completing all transactions assigned, which includes account opening, transaction processing, lumpsum/SIP/STP setup, commission. processing and reconciliation of transaction/account opening and other daily operations processes.
 Liaising with Fund Houses and Registrars and Transfer Agents with regards to orders and other operational matters.
 Ensuring timely and accurate reconciliation actions are performed.
 Preparing several types of MIS on a periodic basis.
 Documentations and Filings of all important documents.
 Ensuring smooth operations within the company & assisting in implementing procedures.
 Being quality focused and working efficiently to reduce costs by adopting various automation processes.

Who are we looking for  :-
 Graduates/ Post Graduates with a mandatory 2-year minimum work experience in mutual fund operations with either mutual fund distributor or AMC.
 Hands on proficiency in MS Office Advanced Excel (Pivot, VLOOKUP, Conditional formatting, count if, sum). Skilled in PowerPoint, PDF and Word.
 Understanding of commission calculation and above average skills in reconciliation and settlement activity.
 Passionate, driven and result oriented.
 Proficient in written English and communication skills with good analytical and interpersonal skills
 Humble attitude to learn, co-operate and respect organization norms,