Operations Manager – Wealth Management

Location: Hyderabad
Experience: 5+ Years
Industry: Wealth Management / Financial Services

Role Overview

We are looking for an experienced Operations Manager to manage day-to-day wealth management operations, with solid expertise in Mutual Fund operations, KYC, compliance, RTA coordination, audits, reconciliation, and team management.

Key Responsibilities
Manage Mutual Fund operations, transactions, KYC & investor onboarding.
Coordinate with CAMS, KFintech, BSE StAR MF and other service providers.
Oversee portfolio/fund rebalancing, reconciliation and transaction processing.
Ensure compliance with SEBI/AMFI regulations and maintain audit-ready records.
Handle audit, risk, issue resolution and process controls.
Develop and implement SOPs and process improvements.
Manage vendors, SLAs and operational escalations.
Prepare MIS, operational reports and dashboards for management.
Lead and manage the operations team, ensuring accuracy,



productivity and timely resolution.

Required Skills
5+ years of experience in Wealth Management / Mutual Fund / Financial Services Operations.
Strong knowledge of MF operations, KYC, RTA processes, compliance and reconciliation.
Hands-on experience with CAMS, KFintech, BSE StAR MF or similar platforms.
Solid team management, problem-solving and stakeholder management skills.
Excellent attention to detail and documentation.
NISM V-A certified

Preferred: PMS/AIF operations knowledge and experience with CRM/financial software.

Benefits
Cell Phone Reimbursement
Health Insurance
Leave Encashment
Growth & Leadership Prospect

Pay: ₹28,000.00 - ₹40,000.00 per month

Application Question(s):
How many years of experience in Mutual Fund operations

Experience:
Mutual Fund Operations: 5 years (Required)

Work Location: In person

📌 Operational Manager Ameerpet
🏢 79th East
📍 Ameerpet