Operation Manager

Job highlights

• Graduation / MBA/BBA with at least 65% marks along with certification with various asset class
• The candidate should be well versed with detailed back end operation process pertaining to MF,Life and General Insurance,Fixed income
• 2-4 years of experience in wealth advisory,financial portfolio company,or any financial advisory firms handling backend operations

The candidate should be well versed with detailed back end operation process pertaining to MF, Life and General Insurance, Fixed income

• Should have in-depth knowledge of all process related to different financial asset class

• Should make and update the product process flow chart and make the process seamless and error free

• Should have experience in handling different portals related to investment execution of different financial companies

• Should have handled the BSE Star Platform for MF transaction

• Daily Online/Offline execution of MF, Insurance, General Insurance, Fixed income products (Purchase, redemption, switch, renewal, claim settlement, quote generation)

• Preparing and maintain daily transaction reports and MIS

• Coordination with various companies pertaining to any issue related to transaction, client related issues

• Coordinating with various processing house and resolving all query related to transaction

• Multitasking and highspeed error free transaction

• Coordinating with Clients for transaction related/ query resolution related issues

REQUIREMENTS

Experience:

• 2-4 years of experience in wealth advisory, financial portfolio company, or any financial advisory firms handling backend operations

Qualification:

• Graduation/MBA/BBA with at least 65% marks along with certification with various asset class

Skills:

• Humble and soft spoken

• Excellent command over verbal and written English communication.

• Expert in EXCEL and PPT

• High customer orientation

• Willing to stretch as per workload.

• Experience in handling ticketing systems.

• Very strong ownership towards work and task assigned