Team Leader Fund Operations

Job Description

Jainam Broking Limited 8 hours ago Location SNS Department Fund Operations Non Retail JBL Employment Type Full-time Applications Received 0 Closes On 21 Jun, 2025 Key Responsibilities Account Management: Monitor and manage client accounts to ensure accurate processing of transactions and account activities, Regularly review client portfolios and provide strategic recommendations based on market trends and client objectives, Address client queries and concerns promptly while maintaining a high standard of service, Ensure proper reconciliation of accounts and timely resolution of discrepancies, Compliance And Risk Management Ensure adherence to all regulatory requirements and internal compliance standards, Proactively identify and mitigate risks associated with client accounts, Stay updated on industry regulations, market conditions, and compliance guidelines, Communication And Coordination Collaborate with internal departments, including trading, compliance, and back-office teams, to streamline account management processes, Act as a liaison between clients and internal teams to resolve issues efficiently, Conduct regular meetings with team members to ensure alignment with organizational goals, Performance Reporting Prepare and deliver detailed monthly or quarterly performance reports for client accounts, Provide insights and recommendations to optimize account performance and achieve business objectives, Confidentiality And Data Protection Maintain strict confidentiality of client information, ensuring secure data management, Ensure compliance with data protection laws and best practices for safeguarding sensitive client data, Technical And Financial Understanding Strong understanding of CTCL / NEAT_ID / DMA, In-depth knowledge of expenses charged by exchanges and applicable client charges, Proficiency in margin and ledger interest calculations, Required Skills And Qualifications Education: Bachelors degree in Finance, Accounting, Business Administration, or a related field MBA/CA preferred, Experience: Minimum of 3 years of experience in account management, preferably within the financial services industry Prior leadership or team management experience is required, Proficiency in MS Office: Strong working knowledge of Excel and Word for data analysis and reporting, Attention to Detail: Exceptional accuracy in managing client accounts and financial data, Organizational Skills: Strong ability to manage time, prioritize tasks, and meet deadlines effectively, Confidentiality: Ability to handle sensitive client information with integrity and discretion, Communication Skills: Excellent verbal and written communication abilities to interact effectively with clients and internal teams, Leadership Qualities: Proven ability to lead, motivate, and develop a team toward achieving organizational goals,