Operations Associate

Mumbai (in-person) | Full-time | Reports to Founder

Optimus Wealth is an AMFI-registered Mutual Fund & SIF Distributor (ARN-179523) managing ~₹100Cr+ in client assets across MFs, SIFs, PMS and other alternate assets. We're a lean, high-touch practice, and this role is foundational to how we scale.

Role Summary

We're hiring a dedicated Operations Manager to own client servicing, execution, and back-office workflows. You'll be the primary point of contact for execution-related client queries and the backbone of our reporting and compliance rhythm.

Key Responsibilities

Execution & Transaction Support

● Own execution and transaction support end-to-end

● Resolve platform-related transaction issues, coordinating with all the stakeholders

Client Documentation & Reporting

● Execute KYC, transmission, modification and other operational requests

● Generate client reports and statements, including tax reports and transaction summaries

● Assist in preparing client review materials





● Manage account opening and reporting for PMS/GIFT city and other alternates

● Track, analyze, and report performance across products

Accounts & Compliance

● Monthly invoicing & GST compliance

● Monthly MIS preparation

● Brokerage checks and reconciliation

What We're Looking For

● 2–3 years of operations experience in an AMC, RTA, brokerage, or wealth management setup

● Strong finance fundamentals and genuine interest in the space (Pursuing or completed CFA/NISM certifications is a plus)

● High attention to detail

● Experience with mutual fund back-office software (BSEStar, Redvision or similar)

● Excel proficiency — must-have

● Valuable understanding of the MF/PMS space in India

● Proactive, low-supervision ownership

Start date: Immediate

Interested? Write to [email protected] with a brief introduction and your CV.

📌 Operations Associate (Mumbai)
🏢 Optimus Wealth
📍 Mumbai