Assistant Operations Manager-Wealth Management

Radds Capital; Mumbai; Vor Ort; INR 600.000 - 1.000.000; Vollzeit

Benefits dieser Stelle

Performance-based incentives and Bonus

Zusammenfassung

Radds Capital in Mumbai is seeking an agile Mutual Fund Operations professional to manage the end-to-end lifecycle for assigned clients. You will ensure accurate, timely processing of SIP, STP, SWP, purchases, redemptions and switches while maintaining high standards of compliance and client service.

You'll coordinate with RTAs and platforms, keep CRM records up to date, generate portfolio reports, and identify opportunities to improve efficiency. Freshers with aptitude may also be considered.

Qualifikationen

• 1-5 years of experience in Mutual Fund Operations, Wealth Management, Financial Services.
• Experience with BSE Star MF, NSE NMF, CAMS, KFintech, MF Central, or similar platforms.
• NISM VA Certification will be an added Advantage.
• Freshers with exceptional aptitude and a strong willingness to learn may also be considered.

Aufgaben

• Own the end-to-end operational lifecycle for assigned clients.
• Ensure zero operational errors and timely transaction processing.
• Monitor pending cases and proactively resolve bottlenecks.
• Maintain high standards of client service and compliance.
• Process SIP, STP, SWP, Purchase, Redemption and Switch transactions.
• Coordinate with RTAs and transaction platforms for timely execution.
• Maintain accurate client records and CRM updates.
• Prepare portfolio reports and operational MIS.
• Track pending activities and ensure timely follow-ups.
• Maintain documentation and ensure process compliance.
• Identify opportunities to improve operational efficiency and standardize processes.
• Provide operational support to the Insurance and Equity teams whenever required.
• Coordinate documentation, client follow-ups, and backend activities.
• Assist in smooth execution of operational workflows across the organization.

Kenntnisse

Attention to detail

Process-driven

Client communication

Excel

Multitasking

Learning willingness

Ausbildung

NISM VA Certification

Tools

BSE Star MF

NSE NMF

CAMS

KFintech

MF Central

Jobbeschreibung

Role & responsibilities

Key Responsibilities

• Own the end-to-end operational lifecycle for assigned clients.
• Ensure zero operational errors and timely transaction processing.
• Monitor pending cases and proactively resolve bottlenecks.
• Maintain high standards of client service and compliance.

Mutual Fund Operations

• Manage client onboarding and KYC documentation.
• Process SIP, STP, SWP, Purchase, Redemption and Switch transactions.
• Coordinate with RTAs and transaction platforms for timely execution.
• Maintain accurate client records and CRM updates.
• Prepare portfolio reports and operational MIS.
• Track pending activities and ensure timely follow-ups.
• Maintain documentation and ensure process compliance.
• Identify opportunities to improve operational efficiency and standardize processes.

Cross-Functional Support

• Provide operational support to the Insurance and Equity teams whenever required.
• Coordinate documentation, client follow-ups, and backend activities.
• Assist in smooth execution of operational workflows across the organization.

Preferred Candidate Profile

• 1-5 years of experience in Mutual Fund Operations, Wealth Management, Financial Services.
• Experience with BSE Star MF, NSE NMF, CAMS, KFintech, MF Central, or similar platforms will be an advantage.
• NISM VA Certification will be an added Advantage.
• Freshers with exceptional aptitude and a strong willingness to learn may also be considered.

Desired Skills

• Highly organized and process-driven.
• Obsessed with accuracy and attention to detail.
• Proactive and solution-oriented, comfortable managing multiple priorities.
• Excellent at client communication and follow-ups.
• Proficient in Excel and digital tools.
• Willing to learn and continuously improve.

Perks and Benefits

• Performance-based incentives and Bonus.