Operations Manager

Job Type: Full-Time
Department: Operations
About the Role
We are looking for an Operations Executive to manage day-to-day operational activities related to investment and wealth management services. The candidate will be responsible for ensuring smooth, accurate, and timely execution of investment-related processes while coordinating with clients, internal teams, and financial institutions.
Key Responsibilities
- Handle day-to-day investment operations and back-office activities.
- Process and maintain records of mutual funds, investments, transactions, and client portfolios.
- Assist with investment applications, KYC, account opening, redemptions, switches, SIPs, and other transactions.
- Coordinate with clients, AMCs, platforms, banks, and other financial institutions.
- Maintain accurate client and transaction data and ensure proper documentation.
- Track investment transactions and resolve operational issues promptly.
- Prepare reports, statements, MIS, and other operational documents.
- Follow up on pending transactions, payments, documents, and client requirements.
- Ensure all operational activities are completed accurately and within timelines.
- Maintain confidentiality of client and financial information.
- Support the team in improving operational processes and maintaining proper records.
- Perform other investment-related operational responsibilities as required.
Required Skills
- Good knowledge of investment and financial products.
- Strong attention to detail and accuracy.
- Good communication and coordination skills.
- Proficiency in MS Excel, Word, and basic computer applications.
- Ability to manage multiple tasks and meet deadlines.
- Good organizational and follow-up skills.
- Ability to work independently as well as with a team.
Qualification & Experience
- Graduate in Commerce, Finance, Business Administration, or a related field.
- Freshers with relevant knowledge may apply.
- Prior experience in wealth management, mutual funds, financial services, or investment operations will be an advantage.

Work arrangement
No