Operations Manager

Operations Manager – Wealth Management

Role Overview:

We are seeking a detail-oriented and experienced Operations Manager to oversee operational, compliance, and administrative functions within our wealth management division. The ideal candidate should have hands-on experience in mutual fund operations, fund rebalancing, KYC processes, compliance, audits, vendor management, and RTA coordination, ensuring smooth day-to-day business functioning.

Key Responsibilities:

1.Manage and execute portfolio/fund rebalancing activities

-Coordinate with advisors and operations teams for timely adjustments

-Monitor performance and ensure alignment with clien

2. Mutual Fund KYC & Onboarding

-Oversee MF KYC processes (new and modification cases)

-Ensure compliance with SEBI / AMFI regulations

-Handle investor onboarding and documentation verification

3. Compliance & Regulatory Management

-Ensure ...