Sanriya Investment Services

2 Dec 2021

Job Title

Senior Operations Executive – Back Office

Job City

Company Profile

Sanriya Investments Services is among the leading mutual fund distributors in India and servicing its client base spread across India and the globe. For more information about the company visit:

Job Profile & Responsibilities

  • Managing the back-office operations of Mutual Fund Distributor.
  • Handling documentation for investment products like mutual funds & other financial products, and various platforms and compliance and KYC
  • Portfolio data management, maintenance of the company database on a daily basis.
  • Management of clients’ servicing and implementation requests as per agreed TATs
  • Management and upkeep of client servicing data and Softwares.
  • Handling business daily back-office operations by following systems and processes.
  • Coordinating with office boy & team members for documentation and client servicing management.
  • Handling projects related to client servicing and online platforms and execution of new back-office projects.
  • Functioning with various teams, ensuring customer delight by achieving delivery & quality back-office client service.
  • Sending emails well-drafted in English within the strict turnaround times.
  • Reporting – Sending of portfolio reports/tax reports / any other reports – report generation and sending and General office administration
  • To ensure investment plan execution with 100% accuracy and zero error.
  • Managing and Maintaining integrity of the database, data back-ups.

Prefered Qualifications

  • Graduate / any Degree. M.Com/ MBA / PGDM / QPFP / NISM V-A certifications would be an added advantage.
  • Opportunity for Pune-based candidates only.

Desired Candidate Profile

  • Candidates having 2-3 years of work experience with Mutual Distributor / RIA Operations / related to the financial industry will be given preference.
  • Good command over written & spoken English is essential.
  • Positive attitude. Initiative to improve and innovate. Soft-spoken.
  • Ability to plan work ahead and to prioritize workload.
  • Ability to work in an organized manner.
  • Knowledge in MS Office – Word / Excel/ PowerPoint.

Additional Details

Salary Range

From - Rs 15000 To Rs. 25000 per month

How to Apply