SA/AVP – Operations

Published Date : Sep 12, 2024

Category : Jobs » Finance & Accounting jobs

Location : Maharashtra »  Mumbai 

Description : Job Description Position Title: SA/AVP – Operations Reports to: Director - Operations Department: Investment Management Location: Mumbai Job Objective: To assist and monitor PMS and AIF-related activities, including client onboarding, trade settlement, and regulatory/internal reporting. Key Accountabilities: Client Onboarding Executive: KYC/CKYC verification and World Check verification of clients Collaborate with external and internal teams for all onboarding matters Address and resolve client and distributor queries Continuously identify and resolve issues related to client onboarding Prepare and maintain onboarding MIS Proper maintenance of client records in both soft and hard copies Operational Work: Coordinate with internal and external teams for brokerage/commission calculations and...


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