Job Description
Operations:
The person will set-up and manage the back-office team for operations of Mutual Funds, Insurance, Equities, Loan against MF/Equities, Bonds, etc.
Effective handling & monitoring of day-to-day Operations including reports and MIS
Coordination with internal and external stakeholders to manage escalations, customer queries, etc with logical conclusion.
Process improvement, improvisation and automation.
Drafting of process notes, approval notes and log sheets.
Ensuring various regulatory compliance
Engage in mentoring and training of team members.
Admin & HR:
Track and execute receivables and payments
Asset management
HR operations module.
Job Classification
Industry: Financial Services (Broking)
Functional Area / Department: Customer Success, Service & Operations
Role Category: Customer Success, Service & Operations - Other
Role: Customer Success, Service & Operations - Other
Employement Type: Full time
Contact Details:
Company: M-fins
Location(s): Dombivli
Keyskills:
Mutual Funds operations
Team Leading
Equities
Process improvement
MIS
Back Office Operations