Investment Operations Manager/Senior Manager

1.    About Guardian Capital

Guardian Capital is an Elite Wealth and Asset Management firm, recognised as the Best Investment Advisory Firm across India by CNBCTV18. We offer a comprehensive suite of services — Wealth Management, Financial Planning, Portfolio Advisory, and Taxation — all under one roof, customised to fit each client's unique financial journey.

We are not a mass-market firm. Every client relationship we build is built on trust, discretion, and a deep commitment to making a meaningful difference in the financial lives of the families who choose to partner with us.

Guardian Capital is currently in its growth phase — which means the firm is deliberately small, senior-led, and hungry to scale. For the right individual, this translates into outsized learning, early ownership, and a front-row seat to how a high-growth financial services firm is built.

2.    Role Overview

Job Title: Manager/ Senior Manager, Operations

Location: Jubilee Hills, Hyderabad

Reports To: Operations Head

Employment Type: Full-Time · Work From Office (5 Days)

Experience: 2+ years, preferably in an Investment Advisory Firm, Asset Management Company (AMC) or broking environment

Bond: 1 year

The Operations Manager will handle and monitor day-to-day operations — ensuring efficient client onboarding, transactions , coordinating with AMC and Wealth Managers to address client queries, maintaining database for analytics and sending reports internally/externally. You will be the operational backbone connecting clients, AMCs, and the internal team.

This is a hands-on, execution-focused role requiring accuracy, ownership, and the ability to independently manage vendor relationships across the mutual fund and PMS ecosystem.

This role is ideal for:

• Operations professionals from Asset Management Companies (AMCs) or broking firms with BSE/NSE onboarding experience

• B.com/MBA commerce graduates with strong Excel skills seeking to build a career in mutual fund and PMS operations

• NISM-certified professionals, or those willing to obtain certification, looking to deepen their AMC and vendor-management expertise

3.  Key Responsibilities:

1. Pillar 1: Operational Efficiency

• Handle and monitor day-to-day operations, including client onboarding on platforms like BSE and NSE

• Address client queries, manage transaction statuses, and send reports in a timely manner

• Handle physical documentation with accuracy and diligence

2. Pillar 2: Vendor Management

• Independently liaise with various AMCs to resolve queries

• Support the evaluation and analysis of Mutual Funds, PMS, and other products

3. Pillar 3: Team Coordination

• Ensure quick client query resolution; understand the questions, problem-solve, and communicate with all relevant stakeholders

• Ensure all SLA are being met and transactions/on-boarding are as per SEBI compliance.

4. Pillar 4: Reporting

• Manage monthly database updates and prepare relevant reports

• Update values, factsheets, and company reports regularly

Requirements

4.  Requirements & Qualifications

Educational Background

• B.com / MBA, preferably with a commerce foundation

• NISM Mutual Funds Distributor certification preferred — open to candidates willing to obtain it post-hire

Experience

• At least 3+ years of experience in BFSI operations; prior experience at an Investment Advisor or Asset Management Company (AMC) is an added advantage

• Knowledge of Mutual Fund schemes and the BSE/NSE onboarding process is a strong differentiator

Tools & Technology

• Proficient  in Microsoft Excel / Google Sheets

• A.I prompt Engineering proficiency

• Comfortable with using Investwell and Zoho desk preferably

• Comfortable with transaction-status tracking, reporting tools, and physical documentation workflows