15 Aug
|
Shraddha Batawale
|
India
15 Aug
Shraddha Batawale
India
Key Responsibilities* - Operations Management
- Lead the end-to-end processing of mutual fund transactions, including Purchases, Redemptions, SIPs, STPs, SWPs, Switches, and NFOs.
- Ensure timely and accurate execution of all investor transactions within defined TATs.
- Monitor daily operational activities and maintain high standards of accuracy and quality.
- Coordinate with AMCs, RTAs (CAMS & KFin Technologies), distributors, custodians, and banking partners.
- Handle escalations related to transaction processing and investor servicing.
- Oversee account opening, folio creation, nominee updates, FATCA, CKYC, and KYC documentation.
- Ensure adherence to SEBI, AMFI, RBI, and internal compliance guidelines.
- Conduct regular reconciliations of transactions, investor holdings, and bank accounts.
- Prepare daily, weekly, and monthly MIS reports, dashboards, and operational performance reports.
📌 Senior Mutual Fund Operation (India)
🏢 Shraddha Batawale
📍 India