Senior Operations Executive
Mumbai |
Minimum 4 to 6 years of experience
- Complete all transactions assigned, which includes account opening, transaction processing, commission processing and reconciliation of transaction/account opening and other daily operations processes
- Be quality focused and work efficiently to reduce cost by adopting various automation processes
- Preparing various types of MIS on a periodic basis
- Liaising with Fund Houses and Registrars and Transfer Agents with regards to orders and other operational matters
- Assisting in implementing procedures
- Proposing new enhancement and products of existing system
- Ensuring timely and accurate reconciliation actions are performed
- Ensure smooth operations within the company with a focus to improve company efficiency
- Ensure query resolution within TAT by co-ordinating with internal / external parties
- Receive calls from and make outbound calls to clients to understand their queries and help in resolution
- Conduct root-cause analysis of client queries and find corrective / preventive action
- Help clients with possible solution by understanding the regulatory framework and operation workflow
- Conduct period calls with clients on pending queries / escalations
- Prepare weekly data for clients giving comparative analysis of total transactions processed, margin of error, status of open queries etc.
- Prepare and maintain query master for each client
- Ensure queries are not repeated by implementing permanent solution
- Liaise with RnTs and AMCs with regards to orders and other operational matters
- Assist in implementing procedures to streamline the Operations daily work and improve efficiencies and revising of workflows
- Propose new enhancement and products of existing system
Requirements:
- Any Graduation with relevant experience / Graduate Degree in Commerce
- Minimum 4 to 6 years of prior work experience in mutual fund operations preferred
- Skilled in MS Excel, Outlook and Word
- Understanding of commission calculation and above average skills in reconciliation and settlement activity
- Passionate, driven and result oriented
- Proficient in written English and communication skills
- Good analytical and interpersonal skills