Team Leader - Operations

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

Eligibility / Qualification:

• Graduates having experience of 5- 7 years with Mutual Fund Distributor / RTA Operations / Insurance industry will be given preference.
• NISM V-A certifications would be an added advantage.
• Ability to communicate effectively, both written and spoken. Good command over written & spoken English is essential.
• Knowledge with MS Office Word / Excel operations.
• Positive attitude; team player and managing and maintaining integrity of the database, data back-ups, etc.
• Candidate will report to Director - Operations