ops manager
Peopleocity · peopleocity.com
MumbaiLead / Manager3–5 yrs
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Operations management.
ExcelInsurance
Details
- Found
- 36 d ago · posted 2026-10-04
- Location
- Mumbai
Full description
Designation: Operations Executive/Manager.
No of Position: 1.
Location: Andheri
Qualification: Any Graduate.
Gender: Male/ Female.
Experience: 3-5 Years Min Experience in
Mutual fund back office process.
Requirements
Salary: as per industry standards.
Skills Required:
· Excellent English Communication Skills.
· Should be very good in MS-Excel & MS-Word.
· Excellent organizational and multitasking abilities.
Job Description
Candidate will be responsible for supporting Wealth Management
activities across all asset classes and investment products, such as PMS,
mutual funds, insurance, fixed income, bonds, etc.
Coordination with Sales, Business Development Team,
distributors, IFA’s & Investment Advisor etc. for maintaining Distributor
structures, transactions and other issue.
Empanelment & due diligence of clients, distributors
including channel partners and Registered Investment Advisors.
Understanding and Communicating various special deals, change in
broker category, etc. to R&T and ensuring accurate implementation of the
same.
Handling brokerage pay outs.
Reconciliation of brokerage account.
Supporting backend operations for PMS, mutual
fund and insurance products, e.g., generating investor statements, responding
to client inquiries, etc
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