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03/05 Swati Saini
HR at Job Vision Consultant

Views:1258 Applications:225 Rec. Actions:Recruiter Actions:40

Head - Operations & Customer Services - NBFC (10-15 yrs)

Mumbai/Navi Mumbai Job Code: 1089306

Head - Operations & Customer Services - Leading NBFC Company - BKC Mumbai Location

Job Responsibilities:

1. Treasury / Back office operations, Banking Operations, Custody trade and settlement Operations, Investor Services, R&T Operations, Fund Accounting, Unit Administration etc.

2. Hands on operations experience in additional products such as ETFs, Passives, Index Funds, New age digital payment gateways, etc.

3. Managing service providers - custody & FA relationship, RTA including call center, Banking, monitoring their SLA's

4. Managing audits - Internal, Statutory, Regulatory

5. AMC Branch coordination - to exercise daily controls, ensure minimal complaints and quick resolution

6. Review the existing policies and guidelines on an ongoing basis including policies and guidelines

updating as per regulatory and internal norms

7. Update and implement necessary changes in process flow basis updates from regulatory bodies like SEBI and AMFI for changes in guidelines

8. Work closely with other Business Heads of investments, technology, risk, products, sales to analyze and identify process gaps, if any and drive solutions

9. Cash management function i.e. coordinating with various Asset Management Company (AMC) branch locations / RTA locations / Banks / Stock Exchanges for daily inflows / outflows of funds.


- 1. Hands-on experienced operations person in Mutual Funds / AMC

- 2. Sound knowledge of investment products

- 3. Working knowledge of the MF systems, preferably Hexagon

- 4. Ability to analyze & interpret data, information and performance; create reports, dashboards

Women-friendly workplace:

Maternity and Paternity Benefits

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