Job Responsibility

• Service existing clients and also explore and develop new profitable business opportunities relationships for the bank
• Receive requests from customers for processing the particular transactions and ensure that the request is processed before TAT by monitoring end to end
• Coordinating with Relationship managers in order to provide smooth, faster and hassle free service to clients
• Interact with various departments in the team for meeting the requirements of the customer
• Coordinate between the centralized processing centers and the customer
• Scrutinize the documents received from the customer
• Manage relationship with the existing as well as with the new clients

Job Requirement

• Bachelor's degree in finance, business management, or a related field.
• Proven experience in service management within the financial services industry.
• Strong leadership skills with the ability to motivate and develop a team.
• Excellent communication and interpersonal skills for effective client interaction.
• Analytical mindset with experience in performance metrics and service optimization.
• Ability to manage multiple tasks and prioritize effectively under pressure.
• Proficiency in financial service software and customer relationship management (CRM) systems.

Job Responsibility

• Managing a team of 5-10 employees for operations at a pan-India level.
• Leading operations for multiple products, including MF, PMS, AIF, MLD, Unlisted Equity, Insurance, Bonds, etc.
• Updating scheme/scrip masters in the system.
• Creating new product masters.
• Overseeing daily, weekly, and monthly processes—client on-boarding, risk profiling, downloading RTA feeds, updating transactions, reconciliation of transactions and NAV, mutual fund AUM, and portfolio holdings.
• Managing core distribution platform features and ensuring the accuracy of data and reports.
• Resolving customer queries related to wealth operations.
• Handling adhoc customer report requests.
• Reconciling brokerage for MF, PMS, and AIF between agreed rates and actual rates.
• Experience with NSE NMF, ICCL, and DP trade and settlement is an addedadvantage. 

Job Requirement

• Bachelor's degree in Business Administration, Finance, or a related field; an MBA is preferred.

• Minimum of 7-10 years of experience in operations management, ideally within the financial services industry.

• Strong understanding of financial products, processes, and regulatory requirements.

• Proven leadership experience with the ability to motivate and develop a diverse team.

• Excellent analytical and problem-solving skills, with a data-driven mindset.

• Outstanding communication and interpersonal skills, capable of engaging stakeholders at all levels.

• Proficiency in operational management software and Microsoft Office Suite.