Role & responsibilities

Key Responsibilities

- Own the end-to-end operational lifecycle for assigned clients.
- Ensure zero operational errors and timely transaction processing.
- Monitor pending cases and proactively resolve bottlenecks.
- Maintain high standards of client service and compliance.

Mutual Fund Operations

- Manage client onboarding and KYC documentation.
- Process SIP, STP, SWP, Purchase, Redemption and Switch transactions.
- Coordinate with RTAs and transaction platforms for timely execution.
- Maintain accurate client records and CRM updates.
- Prepare portfolio reports and operational MIS.
- Track pending activities and ensure timely follow-ups.
- Maintain documentation and ensure process compliance.
- Identify opportunities to improve operational efficiency and standardize processes.

Dormant Client Activation

- Reconnect with inactive clients
- Understand reasons for inactivity
- Schedule review meetings
- Revive investment relationships





Preferred candidate profile

- 1-5 years of experience in Mutual Fund Operations, Wealth Management, Financial Services.
- Experience with BSE Star MF, NSE NMF, CAMS, KFintech, MF Central, or similar platforms will
- be an advantage.
- NISM VA Certification will be an added Advantage.
- Freshers with exceptional aptitude and a robust willingness to learn may also be considered.
Desired Skills
- Highly organized and process-driven
- Obsessed with accuracy and attention to detail
- Proactive and solution-oriented, Comfortable managing multiple priorities
- Excellent at client communication and follow-ups
- Proficient in Excel and digital tools
- Willing to learn and continuously improve

Perks and benefits

Performance-based incentives and Bonus

📌 Assistant Operations Manager-Wealth Management (Maharashtra)
🏢 Radds Capital
📍 Maharashtra