Job Summary

The Operations Manager will handle and monitor day-to-day operations, ensuring productive 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 environment

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: Reporting

- Manage monthly database updates and prepare relevant reports
- Update values, factsheets, and company reports regularly

Requirements

Educational Background

- B.com / MBA, preferably with a commerce foundation
- NISM Mutual Funds Distributor certification preferred; open to candidates willing to obtain it post-hire

Experience

- At least 3+ years of experience in BFSI operations; prior experience at an Investment Advisor or Asset Management Company (AMC) is an added advantage
- Knowledge of Mutual Fund schemes and the BSE/NSE onboarding process is a strong differentiator

Tools Technology

- Proficient in Microsoft Excel / Google Sheets
- AI Prompt Engineering proficiency
- Comfortable with using Investwell and Zoho desk preferably
- Comfortable with transaction-status tracking, reporting tools, and physical documentation workflows

Disclaimer: This has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their official channels before applying.

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