Senior Operations Executive

Published date: 2024/01/10
  • Location: Mumbai, Maharashtra, India
Responsibilities:
• 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 coordinating 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

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

Applicants are invited to email us a comprehensive resume with qualifications, skills and working experience, and expected salary to The Human Resource Manager at recruitin@ifastfinancial.com

All applications will be treated in strict confidence. We regret that only shortlisted applicants will be notified. Applicants who have written to us earlier need not re-apply.

Note: Job responsibilities/requirements are representative and are not intended to be a detailed list. Other tasks/abilities may be required of the incumbent, relative to the specific assignment
Company Name: iFAST Financial India

Apply

1 page views

Related listings

  • Executive - New Product Development
    Operations Executive
    Mumbai (Maharashtra) Operations Executive
    Job Title: New Product Development Coordinator (Cosmetics & Perfumery) Purpose of Job; Creates, manages and lead the new product development for C&P division. Ensure successive rollouts of new products, to achieve growth targets. Collaborates...
    2026/11/09
  • Sr. Executive - Business Support Operations B2201_1
    Operations Executive
    Pune (Maharashtra) Operations Executive
    Job Family Descriptor Maintain customer accounts and ensure billing accuracy consistent revenue generation delivery of billing information to customers address billing discrepancies track and keep total receivables outstanding under control ensure co...
    2026/11/09
  • GM Operations
    Operations Executive
    Operations Executive
    Vice President – Operations/General Manager – Operations Responsibilities include: formulating overall strategy, managing people and establishing policies. Should be a thoughtful leader and a confident decision-maker, helping our people develop and b...
    2026/11/09