We are seeking a detail-oriented and experienced Operations Manager to oversee operational, compliance, and administrative functions within our wealth management division. The ideal candidate should have hands-on experience in mutual fund operations, fund rebalancing, KYC processes, compliance, audits, vendor management, and RTA coordination, ensuring smooth day-to-day business functioning.
Key Responsibilities:
1. Manage and execute portfolio/fund rebalancing activities
-Coordinate with advisors and operations teams for timely adjustments
-Monitor performance and ensure alignment with clien
2. Mutual Fund KYC & Onboarding
-Oversee MF KYC processes (recent and modification cases)
-Ensure compliance with SEBI / AMFI regulations
-Handle investor onboarding and documentation verification
3. Compliance & Regulatory Management
-Ensure adherence to all regulatory requirements
-Maintain proper documentation for audits and regulatory checks
-Coordinate with compliance teams for policy implementation
4.
Audit & Risk Management
-Support internal and external audits
-Ensure readiness of documentation, reports, and records
- identify gaps and implement corrective actions
5. Vendor Management
-Manage relationships with external vendors and service providers
-Negotiate contracts and monitor service quality
-Ensure timely payments and SLA compliance
6. RTA Coordination
-Work closely with Registrars & Transfer Agents (RTAs) like CAMS, KFintech
-Handle transaction processing, reconciliation, and issue resolution
-Track investor transactions and reporting
7. SOPs & Process Excellence
-Develop, implement, and improve Standard Operating Procedures (SOPs)
-Streamline workflows to enhance efficiency and accuracy
-Ensure team adherence to defined processes
8. Administrative & Operational Support
-Oversee daily administrative operations
-Manage reporting, documentation, and internal coordination
-Support le
📌 Operations Manager (Ameerpet)
🏢 79th East Pvt
📍 Ameerpet
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