Role & responsibilities
Take complete ownership of the day-to-day operations function.
Manage and oversee the complete operational workflow from transaction initiation to successful execution and closure.
Establish effective operational processes, controls, and service standards.
Identify operational gaps and implement corrective measures to improve efficiency and accuracy.
Manage complete operational coverage for the clients.
Ensure timely and qualified resolution of client queries, requests, and service requirements.
Build and maintain robust, long-term relationships with clients through consistent and high-quality service.
Focus on relationship deepening, client retention, and long-term client association.
Coordinate with Relationship Managers for smooth execution of client requirements.
Ensure proactive communication with clients regarding transaction status, documentation, service requests, and operational requirements.
Handle escalated client issues and ensure timely resolution.




Ensure accurate and timely processing of mutual fund purchases, redemptions, switches, SIPs, STPs, SWPs, systematic transactions, and other investment-related transactions.
Monitor transaction requests from initiation through completion.
Ensure proper verification and authorization of transactions before processing.
Track pending, rejected, failed, or incomplete transactions and ensure timely resolution.
Maintain proper transaction records and audit trails.
Ensure zero/minimum operational errors through effective maker-checker and review mechanisms.
Ensure timely processing of client documentation, account opening, KYC-related requirements, transaction forms, service requests, and other operational activities.
Monitor processing timelines and ensure adherence to defined TATs and service-level standards.
Coordinate with AMCs, RTAs, banks, custodians, platforms, and other external stakeholders wherever required.

📌 Walk In Branch Operations Manager Chandigarh
🏢 WealthVault Research and Analytics
📍 Chandigarh