Team Lead : Mutual Funds Operations

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<p><strong>Company description -</strong></p><p><br></p><p><strong><em>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.</em></strong></p><p><br></p><p><strong>Job Responsibilities:</strong></p><ul><li>Lead and oversee the <strong>Mutual Funds KYC division</strong>, ensuring smooth end-to-end operations with accuracy, efficiency, and compliance.</li><li>Supervise and mentor team members, ensuring timely completion of KYC processing, onboarding, and related operational activities.</li><li><strong>Coordinate with intermediary platforms</strong> such as BSE Star, Redvision, and others to ensure seamless data flow and operational integration.</li><li>Act as a point of escalation for <strong>sub-distributors and customers</strong>, providing support on KYC, onboarding, and approval-related matters.</li><li><strong>Review and finalize reports</strong> prepared by the team for internal processes and client information purposes.</li><li>Oversee <strong>processing of new entity applications</strong>, ensuring accurate data entry and uploading in DBMS software.</li><li>Monitor and maintain data accuracy through <strong>daily administrative support and quality checks</strong> using MS Excel and other internal tools.</li><li>Ensure effective resolution of <strong>customer queries</strong> (new and existing) related to KYC and investment processing, maintaining high satisfaction levels.</li><li>Prepare and review <strong>monthly performance and operational reports</strong>, sharing insights with management for continuous process improvement.</li><li>Collaborate with cross-functional teams (Tech, Product, Compliance) to enhance automation and efficiency within KYC operations.</li></ul><p><strong>Key Requirements:</strong></p><ul><li>Strong leadership, analytical, and coordination skills.</li><li>Experience in mutual fund operations or KYC processes preferred.</li><li>Proficiency in MS Excel, DBMS, and related tools.</li><li>Ability to thrive in a fast-paced, startup environment.</li></ul><p><strong>Salary:</strong> Negotiable based on experience and skill set.</p><p><strong>Note:</strong> We are looking for <strong>passionate team players</strong> who want to build a <strong>revolutionary product in fintech</strong> and grow with us on this exciting journey.</p>

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