Senior Manager – Operations

We are looking for a detail-oriented and execution-focused Senior Manager – Operations to manage day-to-day operations within a wealth and investment management environment.

The role will be responsible for client onboarding, transaction processing and tracking, AMC coordination, client query resolution, database management, compliance support, and internal and external reporting.

The ideal candidate should have strong operational knowledge of Mutual Funds and PMS, experience working with BSE/NSE platforms, excellent attention to detail, and the ability to independently coordinate with multiple stakeholders.

Key Responsibilities

Operations & Client Onboarding

• Manage day-to-day operational activities, including client onboarding through platforms such as BSE and NSE.
• Process and monitor investment transactions and ensure timely completion.
• Track transaction statuses and proactively resolve operational issues or discrepancies.
• Handle physical and digital documentation with a high level of accuracy.
• Ensure onboarding and transaction processes follow applicable regulatory and internal compliance requirements.

Client & Stakeholder Coordination

• Address operational queries from clients and internal teams in a timely and professional manner.
• Coordinate with Wealth Managers and relevant stakeholders to resolve client-related issues.
• Independently liaise with Asset Management Companies (AMCs) for transaction, documentation, and service-related queries.
• Ensure agreed service levels and turnaround times are consistently maintained.

Product & Vendor Coordination

• Coordinate with AMCs and other investment-product partners across the Mutual Fund and PMS ecosystem.
• Support operational activities related to Mutual Funds, PMS, and other investment products.
• Maintain effective working relationships with external vendors and service providers.

Reporting & Data Management

• Maintain and update operational databases on a regular basis.
• Prepare and circulate periodic internal and external reports.
• Update investment values, factsheets, product information, and related records.
• Maintain accurate data for reporting, analytics, and management review.
• Identify opportunities to improve operational workflows and reporting processes.

Required Skills & Qualifications

• 3+ years of experience in BFSI operations, preferably within an Asset Management Company (AMC), investment advisory firm, wealth management company, broking firm, or similar financial-services environment.
• Bachelor’s degree in Commerce, Finance, Business Administration, or a related field; MBA is preferred.
• Working knowledge of Mutual Funds, PMS, and investment operations.
• Familiarity with BSE/NSE client onboarding and transaction processes is strongly preferred.
• Strong proficiency in Microsoft Excel / Google Sheets.
• Experience with platforms such as Investwell and Zoho Desk will be an advantage.
• Comfortable using AI-based tools for reporting, analysis, and process improvement.
• NISM Mutual Fund Distributor certification is preferred; candidates willing to obtain the certification may also be considered.
• Understanding of transaction tracking, documentation workflows, and applicable SEBI-related operational requirements.

Location: Jubilee Hills, Hyderabad
Work Mode: Work From Office – 5 Days a Week
Experience: 3+ Years