Manager-Wealth Operations

Job Summary
Responsible for managing end-to-end operational processes across mutual fund and non-mutual fund investment products. The role involves providing operational support to sub-brokers and business partners, coordinating with AMCs, RTAs, exchanges, and other stakeholders, ensuring timely transaction processing, maintaining operational MIS, and driving efficient query resolution while ensuring adherence to regulatory and internal compliance requirements.
Key Responsibilities
- Provide end-to-end operational support to sub-brokers and business partners across wealth management products.
- Manage registered email IDs and ensure timely dissemination of important communications to the relevant stakeholders.
- Handle end-to-end operations for non-mutual fund products, including PMS, AIF, Bonds, Fixed Deposits, and other investment solutions.
- Serve as the Single Point of Contact (SPOC) for the B2B Vertical, ensuring seamless operational support and timely issue resolution.
- Maintain and monitor MIS reports for non-mutual fund products, ensuring accuracy, completeness, and timely reporting.
- Process and monitor transactions through NSE, BSE, MFU, and other transaction platforms.
- Resolve operational and back-office queries related to Investwell MINT and provide functional support to internal teams and distribution partners.
- Coordinate with AMCs, RTAs, stock exchanges, custodians, and other service providers for transaction processing, reconciliation, and issue resolution.
- Monitor operational turnaround times (TATs) and ensure timely completion of all client and partner requests.
- Support client onboarding, documentation, account maintenance, and operational compliance for various wealth management products.
- Identify process improvement opportunities and implement operational efficiencies through automation and standardization.
- Ensure compliance with SEBI, AMFI, exchange guidelines, and internal operational policies.
Required Skills & Competencies
- Strong knowledge of Mutual Funds, PMS, AIF, Bonds, Fixed Deposits, and other wealth management products.
- Hands-on experience with Investwell MINT, NSE, BSE, MFU, and other wealth operations platforms.
- Strong understanding of AMC, RTA, and exchange processes.
- Excellent stakeholder management and coordination skills.
- Strong analytical, problem-solving, and communication abilities.
- Advanced proficiency in Microsoft Excel and MIS reporting.
- Ability to manage multiple priorities while maintaining high accuracy and service standards.

Work arrangement
No