RB - Affluent Business:Process Manager - Investments

About the role

The Investment Product and Process Manger will be responsible for managing the Investment Products distribution/referral processes, launching new customer centric platforms to boost MF, Alternate Products and 3-in-1 a/c with Axis Securities Business – Planning and Execution, System Enhancements & Developments, Compliance, Complaints management.

What you'll do

• Launching new customer centric platforms to boost MF / PMS / AIF / Trading and demat ac Business – Planning and Execution
• System enhancements - Liaising with IT, Ops, AMCs & Vendor Partners for Simplifying and strengthening the internal processes for Investment Business
• Project Management - Manage CMC Notes and relevant approvals for project kick-off, BRD documentation, UAT test plan preparation and execution
• Regular project reviews with IT, Ops and vendor to monitor project plan & progress
• Handling Audit/Regulatory/Compliance requirements related to Investment Business

What you need

• 8–12 yrs of experience
• Process management
• Excel
• Mutual funds
• PowerPoint
• MIS reporting
• Business analysis
• Any graduate

Good to have

• JIRA
• Test cases
• CRM