Team Lead : Mutual Funds Operations

Company description -

SBNRI – Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics.

Job Responsibilities :

• Lead and oversee the Mutual Funds KYC division , ensuring smooth end-to-end operations with accuracy, efficiency, and compliance.
• Supervise and mentor team members, ensuring timely completion of KYC processing, onboarding, and related operational activities.
• Coordinate with intermediary platforms such as BSE Star, Redvision, and others to ensure seamless data flow and operational integration.
• Act as a point of escalation for sub-distributors and customers , providing support on KYC, onboarding, and approval-related matters.
• Review and finalize reports prepared by the team for internal processes and client information purposes.
• Oversee processing of new entity applications , ensuring accurate data entry and uploading in DBMS software.
• Monitor and maintain data accuracy through daily administrative support and quality checks using MS Excel and other internal tools.
• Ensure effective resolution of customer queries (new and existing) related to KYC and investment processing, maintaining high satisfaction levels.
• Prepare and review monthly performance and operational reports , sharing insights with management for continuous process improvement.
• Collaborate with cross-functional teams (Tech, Product, Compliance) to enhance automation and efficiency within KYC operations.

Key Requirements :

Salary : Negotiable based on experience and skill set.

Note : We are looking for passionate team players who want to build a revolutionary product in fintech and grow with us on this exciting journey.