Job Summary
We are seeking a dynamic and detail-oriented Service Manager having a working background in mutual funds and related operations to manage and streamline the operational processes of our wealth management company. The ideal candidate will ensure smooth execution of day-to-day operations, maintain compliance with regulatory standards, and support the delivery of exceptional client services.Key Responsibilities
...
· Primary responsibilities will include managing all the operations, admin and client support work.
· Prepare and process documentation related to investments, handle account opening, Know Your Customer (KYC) compliance, fund transfers, and other client documentation related to mutual fund investments.
· Process transactions related to mutual funds, including purchases, redemptions, and switches.
· Verify and reconcile mutual fund investments and statements.
· Monitor and update Systematic Investment Plans (SIPs), Systematic Withdrawal Plans (SWPs), and other structured investment transactions.
· Maintain and update client records, investment portfolios, and transaction data in the system.
· Maintaining and analyzing financial/non-financial data of our company client.
· Act as a liaison between relationship managers, financial advisors, and clients to ensure seamless communication and service delivery.
· Analyze operational metrics to identify areas for improvement.
· Recommend and implement improvements in operational workflows to enhance efficiency and accuracy.Qualifications
Education: Bachelor’s degree in commerce, Finance, or a related field.
Experience:
Minimum 3-5 years of experience in back-office operations, with a focus on mutual funds.
Hands-on experience with mutual fund platforms (e.g., CAMS, Karvy/KFintech, MF Utilities) is highly desirable.
Must have basic knowledge in Mutual Funds & other financial productsSkills required
· Strong understanding of financial instruments, investment processes, and regulatory frameworks.
· Strong understanding of mutual fund products, operational processes.
· Proficiency in MS Office (Excel, Word) and financial software.
· Effective communication skills for coordination with internal teams and external stakeholders.We are confident that your expertise will help us find the right candidate for this critical role. Please let us know if you need any additional details.
Thank you for your prompt attention to this matter.
experience
4show more Job Summary
We are seeking a dynamic and detail-oriented Service Manager having a working background in mutual funds and related operations to manage and streamline the operational processes of our wealth management company. The ideal candidate will ensure smooth execution of day-to-day operations, maintain compliance with regulatory standards, and support the delivery of exceptional client services.Key Responsibilities
· Primary responsibilities will include managing all the operations, admin and client support work.
· Prepare and process documentation related to investments, handle account opening, Know Your Customer (KYC) compliance, fund transfers, and other client documentation related to mutual fund investments.
· Process transactions related to mutual funds, including purchases, redemptions, and switches.
· Verify and reconcile mutual fund investments and statements.
· Monitor and update Systematic Investment Plans (SIPs), Systematic Withdrawal Plans (SWPs), and other structured investment transactions.
· Maintain and update client records, investment portfolios, and transaction data in the system. ...
· Maintaining and analyzing financial/non-financial data of our company client.
· Act as a liaison between relationship managers, financial advisors, and clients to ensure seamless communication and service delivery.
· Analyze operational metrics to identify areas for improvement.
· Recommend and implement improvements in operational workflows to enhance efficiency and accuracy.Qualifications
Education: Bachelor’s degree in commerce, Finance, or a related field.
Experience:
Minimum 3-5 years of experience in back-office operations, with a focus on mutual funds.
Hands-on experience with mutual fund platforms (e.g., CAMS, Karvy/KFintech, MF Utilities) is highly desirable.
Must have basic knowledge in Mutual Funds & other financial productsSkills required
· Strong understanding of financial instruments, investment processes, and regulatory frameworks.
· Strong understanding of mutual fund products, operational processes.
· Proficiency in MS Office (Excel, Word) and financial software.
· Effective communication skills for coordination with internal teams and external stakeholders.We are confident that your expertise will help us find the right candidate for this critical role. Please let us know if you need any additional details.
Thank you for your prompt attention to this matter.
experience
4show more
