Job Title

Manager Operations

Job City

MUMBAI

Company Profile

Fasttrack FP is a Financial Advisory and Wealth Management firm. We cater to more than 500 families involving Financial Planning, Investment Advisory, Income Tax filing, Portfolio & Wealth Management as well as recommending various other products like Mutual Funds, Life & Health Insurance, Fixed Deposits, Dematerailsation of Shares, Direct Equity etc.

Job Profile & Responsibilities

• Handling business operations by following systems and processes.
• Handling documentation for various investment products like Mutual Funds, Stocks, FDs, Bonds, PMS & various transaction platforms, overall compliances, and KYC paperwork.
• Client communication via phone and email and management of client’s servicing requests.
• Complete Back office of the Investment functions including updating and maintaining the reporting software Investwell , NGEN, etc.
• Coordinating with Mutual funds/PMS providers and other platform providers such as Mutual fund Utility (MFU) and NSE MF etc.
• Reconciliation of investor’s investment and other back-office functions like MIS, nonfinancial transactions, capital gain statements, ad hoc MIS reports, and periodic MIS reports.
• Handholding clients on usage of various platforms and mobile apps.
• Coordinating with various teams, ensuring customer delight by achieving timely delivery & quality service.
• Handling the General Insurance quotes and coordinating with clients during policy issuance.
• Improving overall Team efficiency by developing better processes, better platforms for transactions and reporting, etc.”

Prefered Qualifications

Graduation in any field; with additional qualifications in the personal finance field.

Desired Candidate Profile

• Must have a good grasp of English and good communication skills.
• Excellent skills in advanced Microsoft Excel, Word & Powerpoint
• Should be comfortable with numbers and able to work under pressure.
• Should be confident about handling HNI clients.
• Ability to take initiative and execute assigned tasks in a timely and flawless manner.
• Common Sense Financial Acumen

Additional Details

• 4 years of relevant work experience
• The opening is for an experienced operations / back office person with experience in working with a Financial Planning and Investment Advisory Firm or PMS Firm.
• This is a full-time work from office position based in our office 5 Minutes walk from Marine Lines Station in Mumbai. “

Salary Range

As per industry standards

How to Apply

neeraj@fasttrackfp.com