Assistant Manager – Operations (Investor Operations)Role Summary
A financial services organization in the asset management space is looking for an Assistant Manager – Operations to run backend processes, investor lifecycle activities, and cross-functional coordination across investor relations, finance, legal, and tech teams. This role sits within a customer success, service, and operations function and is central to delivering a smooth, compliant, and well-documented investor experience. The position is based in Mumbai and is a full-time, permanent opportunity suited to someone who thrives on process rigor, data accuracy, and team leadership.
What You Will Do
- Handle day-to-day operations related to investor transactions, onboarding, KYC, and documentation.
- Ensure timely processing of investments, payouts, redemptions, and reports.
- Maintain high data accuracy across all operational processes.
- Coordinate with investor relations on onboarding, document verification, and CRM updates.
- Maintain investor records in line with regulatory requirements (SEBI, RERA).
- Act as the internal escalation point for investor-related issues.
- Work with legal and finance teams to ensure investor agreements meet regulatory standards.
- Support audits by maintaining accurate documentation and reports.
- Stay current with relevant regulatory norms and compliance frameworks.
- Collaborate with technology teams on dashboard testing, improvements, and issue resolution.
- Identify gaps in operational processes and drive improvements.
- Prepare operational dashboards, KPIs, and data reports to support business decisions.
- Coordinate with finance on reconciliations, disbursements, and financial reporting.
- Support marketing and investor relations teams with campaigns, communications, and events.
Candidate Profile
The ideal candidate holds a bachelor's degree in business, finance, or operations and brings 3-5 years of operational experience, ideally from real estate or fintech environments. Strong understanding of compliance frameworks such as SEBI, RERA, and KYC is expected, along with excellent Excel/Google Sheets and CRM skills. Team handling experience is mandatory, as is strong attention to detail and organizational ability. Immediate joiners are preferred, and some travel for work is required.
Good Fit If You
- Have prior experience in a startup, proptech, or fintech setting.
- Understand investor operations and lifecycle management.
- Are passionate about delivering a smooth, well-organized investor experience.
- Enjoy working across finance, legal, tech, and investor relations functions.
Pay: ₹58,000.00 - ₹66,666.00 per month
Benefits:
- Cell phone reimbursement
- Flexible schedule
- Food provided
- Paid sick time
- Provident Fund
Work Location: In person
