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, Dematerialization 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 investments and other back office
  functions like MIS, non financial transactions, capital gain statements, ad
  hoc MIS reports, periodic MIS reports.
•  Handholding clients on usage of various platforms and mobile app.
•  Co-ordinating with various teams, ensuring customer delight by
  achieving timely delivery & quality service.
•  Handling the General Insurance quotes and coordinate 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 an additional qualifications in personal finance field.

Desired Candidate Profile

• Must have good grasp of English and good communication skills.
•  Excellent skills on advanced Microsoft excel, Word & Powerpoint.
•  Should be comfortable with numbers and ability 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 relevant work experience
•  The opening is for an experienced operations / backoffice 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@fasttrack.com