Operations Manager-Mutual Funds Private Wealth

Position: Operations Manager Location: Chandigarh Experience required: 2-5 years Employment Type: Full-Time Job Summary We are seeking a dynamic and detail-oriented Service Manager preferably having a working background in mutual funds and related operations to manage and streamline the operational processes of our wealth management company. The ideal candidate will ensure smooth execution of day-to-day operations, maintain compliance with regulatory standards, and support the delivery of exceptional client services. Key Responsibilities · Primary responsibilities will include managing all the operations, admin and client support work. · Prepare and process documentation related to investments, handle account opening, Know Your Customer (KYC) compliance, fund transfers, and other client documentation related to mutual fund investments. · Process transactions related to mutual funds, including purchases, redemptions, and switches. · Verify and reconcile mutual fund investments and statements. · Monitor and update Systematic Investment Plans (SIPs), Systematic Withdrawal Plans (SWPs), and other structured investment transactions. · Maintain and update client records, investment portfolios, and transaction data in the system. · Maintaining and analysing financial/non-financial data of our company client. · Act as a liaison between relationship managers, financial advisors, and clients to ensure seamless communication and service delivery. · Analyze operational metrics to identify areas for improvement. · Recommend and implement improvements in operational workflows to enhance efficiency and accuracy. Qualifications Education: Bachelor’s degree in commerce, Finance, or a related field. Experience: Minimum 3-5 years of experience in back-office operations, with a focus on mutual funds. Hands-on experience with mutual fund platforms (e.g., CAMS, Karvy/KFintech, MF Utilities) is highly desirable. Must have basic knowledge in Mutual Funds & other financial products Skills · Strong understanding of financial instruments, investment processes, and regulatory frameworks. · Strong understanding of mutual fund products, operational processes. · Proficiency in MS Office (Excel, Word) and financial software. · Effective communication skills for coordination with internal teams and external stakeholders. What We Offer A supportive work environment that encourages professional growth. Opportunities to expand your expertise in wealth management operations. Competitive compensation and benefits. How To Apply: If you meet the above requirements and are passionate about working in the wealth management industry, please send your updated resume to aishwarya.marathe@wealthvault.in with the subject line "Application for Operations Manager – [Your Name]." Job Type: Full-time Pay: ₹20,000.00 - ₹45,000.00 per month Benefits: Cell phone reimbursement Flexible schedule Health insurance Leave encashment Paid time off Schedule: Day shift Work Location: In person