Operations Manager- Mutual Funds

Role & responsibilities :

As an Operations Executive, you will be the backbone of the client onboarding and investment transaction process. You will work closely with Relationship Managers to deliver a world-class client experience, handling everything from account creation to investment execution with precision and professionalism.

Preferred candidate profile

Key Responsibilities:

• Account Opening & KYC:

• Manage end-to-end account opening for mutual funds and other investments.

• Perform KYC documentation checks, verifications, and compliance adherence.

• Coordinate with clients for collection of required documents and resolve discrepancies.

• Investment Operations:

• Execute client instructions for mutual fund purchases, SIP registrations, insurance policies, and other transactions.

• Ensure timely processing and accurate reporting of all investment activities.

• Client Coordination:

• Act as a key liaison between clients, AMCs, platform partners, and internal teams.

• Provide proactive updates to clients regarding their account status, transactions, and investment portfolios.

• Data Management:

• Maintain and update MIS reports, trackers, and Google Sheets to ensure operational transparency and timely reporting.

• Ensure all activities are compliant with internal policies and regulatory requirements.

What Were Looking For:

• Graduate (any stream) with excellent communication skills in English.
• Hands-on experience in investment operations, especially in account openings (Demat, Mutual Funds), KYC processing, and client servicing.
• Strong understanding of mutual funds, SIPs and investment platforms.
• Proficient with MS Office, Google Sheets, Email communications, and online meeting tools (Zoom, Google Meet).
• Highly detail-oriented, organized, and committed to service excellence.
• Ability to work collaboratively in a fast-paced environment while maintaining high accuracy and confidentiality standards.