13 Aug
|
Guardian Capital Investment Advisors
|
Hyderabad
13 Aug
Guardian Capital Investment Advisors
Hyderabad
Job Summary
The Operations Manager will handle and monitor day-to-day operations, ensuring efficient client onboarding, transactions, coordinating with AMC and Wealth Managers to address client queries, maintaining database for analytics and sending reports internally/externally. You will be the operational backbone connecting clients, AMCs, and the internal team.
This is a hands-on, execution-focused role requiring accuracy, ownership, and the ability to independently manage vendor relationships across the mutual fund and PMS ecosystem.
Role Overview
Job Title: Manager / Senior Manager, Operations
Location: Hyderabad, Telangana, India
Reports To: Operations Head
Employment Type: Full-Time Work From Office (5 Days)
Experience: 2+ years, preferably in an Investment Advisory Firm, Asset Management Company (AMC) or broking workplace
Bond: 1 year
This role is ideal for:
- Operations professionals from Asset Management Companies (AMCs) or broking firms with BSE/NSE onboarding experience
- B.com / MBA commerce graduates with strong Excel skills seeking to build a career in mutual fund and PMS operations
- NISM-certified professionals, or those willing to obtain certification, looking to deepen their AMC and vendor-management expertise
Key Responsibilities
- Pillar 1: Operational Efficiency
- Handle and monitor day-to-day operations, including client onboarding on platforms like BSE and NSE
- Address client queries, manage transaction statuses, and send reports in a timely manner
- Handle physical documentation with accuracy and diligence
- Pillar 2: Vendor Management
- Independently liaise with various AMCs to resolve queries
- Support the evaluation and analysis of Mutual Funds, PMS, and other products
- Pillar 3: Team Coordination
- Ensure quick client query resolution; understand the questions, problem-solve, and communicate with all relevant stakeholders
- Ensure all SLA are being met and transactions/on-boarding are as per SEBI compliance.
- Pillar 4: Repo
📌 Investment Operations Manager/Senior Manager (Hyderabad)
🏢 Guardian Capital Investment Advisors
📍 Hyderabad