The job in short
Management of PMS and AIF application handling and investor service operations at a mutual fund house.
Compliance
Details
- Found
- 21 d ago · posted 2024-03-11
- Location as listed
- Fort
- Role
- Operations (other)
- Source
- The company’s own careers site
Full description
Job Description
Job Title: Service Manager, Alternates by Axis AMC
Division & Department: Operations, Alternates | Axis AMC
Who we Are?
Axis Asset Management Company Ltd (Axis AMC) was founded in 2009 and is amongst India ‘s largest and fastest growing mutual fund. We serve 1.3+ Cr customers and associates with highest humility across 100+ cities. We nourish the aspiration of becoming a Fin-Tech AMC and breaking into the Industry Top 5 over next couple of years.
Our success is attributable to 3 founding principles namely; Long Term Wealth Creation, Outside-in (Customer) View & Sustainable Relationships. Our investment philosophy embraces culture of risk management. It encourages our partners & investors to transition from transactional investing for quick gratification to investing for fulfilment of critical life goals.
Thus, our endeavour is to offer a basket of investment solutions which helps customers create a financially independent & happier tomorrow.
Our recent accolades:
· Brandon Hall Group HCM Excellence Awards for Learning & Development 2022 - Silver Award
· Morningstar Awards 2022: Best Fund House: Equity, Debt & Overall
· Outlook Money Awards 2021: GOLD in Equity AMC of the Year 2021
· World Leadership Congress & Awards 2022: Business Transformation Leadership Awards – Digital Transformation Project (Mobile App)
Why Join Us?
At Axis, our constant endeavour is to provide a career path for job seekers which is laden with learning & winning. We foster a culture where success is celebrated.
Our operations team is responsible for managing collections & payments; trade settlement; expense monitoring and cash flow preparation for Fund Manager. The team is also responsible for CMS arrangements with Banks. They also work on monitoring NAV and its verification. They are also responsible for risk mitigation.
What you will Do?
· Handling of PMS and AIF Applications Having in-depth knowledge
· Ensure regulatory changes are implemented seamlessly, by collecting fitting KYC documents, complying with third party validations, meeting various regulatory parameters as present in practice from time to time.
· Ensure regulatory communication is disseminated to relevant stakeholders within due timelines and arrange documentation, if necessary.
· Respond to Queries coming for all sorts of customers (AMC Sales / Distributors/ Investor)
· Conceptualize and implement new ideas to deliver customer expectation.
· Manage Investor Services Initiatives & process, trainings with Team Members.
· Create awareness and understanding on the Statements / Reports / Regulatory /Operational Changes by conducting periodical communication and Updates to Sales and Service team.
· Ensure to contribute to branch productivity by participating in branch activities as required by the branch team.
· Ensure to establish, implement, and continue strong control over the entire operations of PMS and AIF activities to meet high standard of service and create dependable records for various MIS purpose.
What makes you a Great Fit?
· MBA or graduate with work experience of 3 to 4 Years in Financial Services.
· NISM Certification (VA required at present)
· In Depth knowledge of PMS and AIF Application Handling, KYC, PMLA related to the extent of such transaction management.
· Sense of urgency and prompt actioning for catering to the expectation of HNI segment.
· Proactiveness in stakeholder management by being in regular touch with the Sales Team, Distributors, Relationship Managers, AMC Central Teams, Local and Central Offices of RTA, Bank, and others to ensure seamless handling of applications, flow of information, effectiveness of operational processes.
· Service Orientation
· Good understanding and interpretation of financial market data
· Proficiency in MS office
· Strong understanding of changing dynamics of Alternate Products Industry
· Have organized approach towards individual & team goals.