15 Aug
|
Zerodha Fund House
|
Bengaluru
15 Aug
Zerodha Fund House
Bengaluru
At Zerodha Fund House, we are redefining the mutual funds landscape to create simple, transparent, and cost-effective investment solutions for millions of Indians. Built by the pioneers behind Zerodha Broking Ltd and Case Platforms Ltd, we are on a mission to empower the next 10 crore investors in India to participate in and grow the capital markets.
We are expanding our team and seeking passionate, analytical, and detail-oriented individuals to join us.
The Manager / Senior Manager - Operations will own business operations, compliance operations and financial operations across all businesses, including Portfolio Management Services (PMS), Research Analyst (RA), US Equities, and any recent verticals added in future. The role carries direct people-management responsibility for a team of operations executives and requires close coordination with Fund Accounting, Custodian/RTA partners, and Front Office (Fund Managers/Dealers).
The scope of work includes end-to-end management and execution of client onboarding, trade processing and settlement, reconciliation, NAV/valuation oversight,
and regulatory reporting. The person will also be responsible for maintaining end to end finances and compliance for the business lines assigned to them. Apart from that, they will also own investor grievance handling, including SCORES and ODR turnaround timelines.
All in all, the candidate will be accountable for accuracy, timeliness, and regulatory adherence of back-office and middle-office functions for a couple of business units.
Key Responsibilities
- Client Onboarding & Servicing
- Supervise KYC, client agreement execution, and account activation processes for new MF/PMS clients, ensuring adherence to SEBI and AMFI KYC norms.
- Ensure proper documentation, digital record-keeping, and audit trail for all client-related operational activities.
- Coordinate with Business teams on onboarding turnaround time and client query resolution (redemptions, top-ups, fee computation).
- Portfoli
📌 Senior Manager (Bengaluru)
🏢 Zerodha Fund House
📍 Bengaluru