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lotusmint wealth

Mutual Fund Operations Manager

2-4 Years
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  • Posted 23 hours ago
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Job Description

We're Hiring | Mutual Fund Operations Manager

Designation Title: Operations Manager

Employment Type: Full-Time

Probation Period: 3 Months

Job Location: Bhubaneswar, Odisha

Experience: Minimum 2 Years in Operations

Educational Qualification:

Graduate / Post Graduate in Finance, Commerce, Business Administration, or related fields.

Key Responsibilities:

1. Handle day-to-day mutual fund operations including transaction processing, reconciliation, and reporting.

2. Ensure timely execution of purchases, redemptions, switches, and SIP/STP/SWP transactions; coordinate with AMCs and RTAs.

3. Monitor compliance and regulatory guidelines (SEBI/AMFI) and ensure accuracy in records.

4. Manage client servicing activities including account opening, KYC, and documentation.

5. Prepare MIS, dashboards, and operational reports for internal and client requirements.

6. Identify process gaps and contribute to workflow improvements and automation.

Skills Required:

1. Proficiency in MS Excel, MS Office, and mutual fund transaction platforms.

2. Ability to manage multiple tasks under tight deadlines.

3. Excellent coordination skills for working with internal teams and external stakeholders.

4. Strong communication and interpersonal skills.

5. Goal-oriented, with ability to work independently as well as in a team.

Working Days: Monday to Saturday

Annual CTC:  ₹2.4 – ₹3.6 LPA

How to Apply:

Interested candidates may send their resume to:

[Confidential Information]

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About Company

Job ID: 148676609