Branch Operations Manager - Mutual Fund

Primary Responsibility:

- As a Branch Operations Manager, you will be responsible for ensuring smooth and efficient daily operations at a Mutual Fund branch.

- You will support operational processes, investor servicing, and administrative tasks to maintain high standards of service, compliance, and accuracy.

Key Responsibilities:

Operational Support & Processing:

- Oversee day-to-day branch operational activities and ensure processing of transactions is accurate and timely.

- Monitor R&T (Registrar & Transfer Agent) related activities at the branch level.

- Maintain records and documentation of operational workflows and tasks.

Customer & Investor Service:

- Provide effective customer service by responding to investor queries, concerns, and service requests professionally.

- Assist with investor relations and service delivery, ensuring high levels of client satisfaction.

Reporting & MIS:

- Prepare and manage MIS (Management Information System) reports related to branch operations.

- Track operational metrics and escalate issues as needed for resolution.

Process Improvement & Compliance:

- Identify opportunities for improving operational processes and contribute suggestions to central teams or branch manager.

- Ensure compliance with internal policies and mutual fund regulatory requirements.

Coordination:

- Coordinate with central operations, compliance, and support teams to resolve escalations and streamline processes