Job Title

Operations Manager

Job City

Bangalore

Company Profile

• FinAtoZ is India’s 1st Goal-based Wealth Management Services company.
• Promoted by IIT & IIM graduates.
• We believe the financial advisory space in India is uniquely placed to take advantage of 5G internet connection & mobile.
• FinAtoZ is a 7yr old company with a good work-life balance
• To know more, you can visit us at www.finatoz.com

Job Profile & Responsibilities

• Leader – Lead the four-member Operations Team. Assign work to them and guide them if they face any difficulty.
• Support Issues – Check all the support issues. Interact with the Financial advisory team / end-customers to understand the issue properly. Interact and work cohesively with third-party vendors like FundsIndiaPartner, iFast, etc to get the issue resolved timely.
• Documentation – Document the processes/steps. For example PPT Document on how to approve transactions.
• Continuous Improvement – Look at the improvement in the current process. Continuous Improvement of the existing Operations process is a must and one of the key requirements of this role.
• Tracking – Track the following on a periodic basis:
  a. Regular Operations work tracking – Ex: Account opening, Fresh Investments, etc.
  b. Pending approvals of the investment transactions / Failed Transactions etc.
  c. Pending Advisory Fees from the customers.
  d. Invoicing from various vendors.
• Audit work – Interact with FinAtoZ auditor and provide the necessary documents (like Advise Register, KYC data, etc) on a quarterly basis. Ensure that the audit-related documents are up to date by performing random checks on a monthly basis.
• New project – Exploration and transition to a new platform for distribution customers.”

Prefered Qualifications

• Qualifications – Graduate in the field of Finance (B.Com / M.Com / BBA / MBA). NISM VA certificate.

Desired Candidate Profile

• Primary Skills – Good problem-solving skills and attention to detail. Proficient in using Microsoft Excel.
• Desired – This is a support role. A good attitude is a must. Financial Advisors of FinAtoZ are your internal customers.
• Work Experience – Min. of 2 years of experience in performing a similar role in a Financial Advisory or Asset Management company

Additional Details

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Salary Range

Rs. 5.5 Lacs to Rs. 6.5 Lacs Per Annum

How to Apply

info@finatoz.com, Mob no: 9900142993