Investment Operations Manager/Senior Manager

Job Summary

The Operations Manager will handle and monitor day-to-day operations, ensuring efficient client onboarding, transactions, coordinating with AMC and Wealth Managers to address client queries, maintaining database for analytics and sending reports internally/externally. You will be the operational backbone connecting clients, AMCs, and the internal team.

This is a hands-on, execution-focused role requiring accuracy, ownership, and the ability to independently manage vendor relationships across the mutual fund and PMS ecosystem.

Role Overview

Job Title: Manager / Senior Manager, Operations

Location: Hyderabad, Telangana, India

Reports To: Operations Head

Employment Type: Full-Time Work From Office (5 Days)

Experience: 2+ years, preferably in an Investment Advisory Firm, Asset Management Company (AMC) or broking environment

Bond: 1 year

This role is ideal for:

• Operations professionals from Asset Management Companies (AMCs) or broking firms with BSE/NSE onboarding experience
• B.com / MBA commerce graduates with strong Excel skills seeking to build a career in mutual fund and PMS operations
• NISM-certified professionals, or those willing to obtain certification, looking to deepen their AMC and vendor-management expertise

Key Responsibilities

• Pillar 1: Operational Efficiency
  • Handle and monitor day-to-day operations, including client onboarding on platforms like BSE and NSE
  • Address client queries, manage transaction statuses, and send reports in a timely manner
  • Handle physical documentation with accuracy and diligence
• Pillar 2: Vendor Management
  • Independently liaise with various AMCs to resolve queries
  • Support the evaluation and analysis of Mutual Funds, PMS, and other products
• Pillar 3: Team Coordination
  • Ensure quick client query resolution; understand the questions, problem-solve, and communicate with all relevant stakeholders
  • Ensure all SLA are being met and transactions/on-boarding are as per SEBI compliance.
• Pillar 4: Reporting
  • Manage monthly database updates and prepare relevant reports
  • Update values, factsheets, and company reports regularly

Requirements

Educational Background

• B.com / MBA, preferably with a commerce foundation
• NISM Mutual Funds Distributor certification preferred; open to candidates willing to obtain it post-hire

Experience

• At least 3+ years of experience in BFSI operations; prior experience at an Investment Advisor or Asset Management Company (AMC) is an added advantage
• Knowledge of Mutual Fund schemes and the BSE/NSE onboarding process is a strong differentiator

Tools Technology

• Proficient in Microsoft Excel / Google Sheets
• AI Prompt Engineering proficiency
• Comfortable with using Investwell and Zoho desk preferably
• Comfortable with transaction-status tracking, reporting tools, and physical documentation workflows

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