Ops Manager

Designation: Operations Executive/Manager . No of Position:

1. Location: Andheri Qualification: Any Graduate. Gender: Male/ Female. Experience: 3-5 Years Min Experience in Mutual fund back office process.

Requirements

as per industry standards. Skills Required:

• Excellent English Communication Skills.
• Should be very good in MS-Excel & MS-Word.
• Excellent organizational and multitasking abilities. Job Description Candidate will be responsible for supporting Wealth Management activities across all asset classes and investment products, such as PMS, mutual funds, insurance, fixed income, bonds, etc. Coordination with Sales, Business Development Team, distributors, IFA’s & Investment Advisor etc. for maintaining Distributor structures, transactions and other issue. Empanelment & due diligence of clients, distributors including channel partners and Registered Investment Advisors. Understanding and Communicating various special deals, change in broker category, etc. to R&T and ensuring accurate implementation of the same. Handling brokerage pay outs. Reconciliation of brokerage account. Supporting backend operations for PMS, mutual fund and insurance products, e.g., generating investor statements, responding to client inquiries, etc