Plantrich Consultancy LLP

Mumbai – 30/01/2024

Job Title

Operations Manager

Job Location – Mumbai

Company Profile – PLANTRICH CONSULTANCY LLP Is a Leading Private Financial Planning & Wealth Management Firm. PLANTRICH, allows its clients to do what they are best at; Pursuing hopes, making money and living the life of their dreams and WE DO THE REST! Most of our client’s initially took their finances very lightly but after meeting us they realized that they can’t work for lifetime but can surely put their money to work for them for lifetime.

Job Description:

The scope of work will include the following :-

  • Business Operations: Manage and streamline business operations by implementing efficient systems and processes to enhance productivity and effectiveness.
  • Documentation Management: Handle documentation for various investment products, including Mutual Funds, Stocks, FDs, Bonds, PMS, and various transaction platforms. Ensure compliance and handle KYC paperwork.
  • Client Communication: Communicate with clients via phone and email, addressing their servicing requests promptly and professionally.
  • Platform Coordination: Collaborate with Mutual Funds/PMS providers and other platform providers, such as Mutual Fund Utility (MFU) and NSE MF, to ensure smooth transactions and service delivery.
  • Reconciliation: Perform reconciliation of investor investments and manage other back-office functions, including MIS, non-financial transactions, capital gain statements, ad hoc MIS reports, and periodic MIS reports.
  • Client Education: Provide guidance to clients on the usage of various platforms and mobile apps, ensuring they can make informed decisions.
  • Team Coordination: Collaborate with various teams within the organization to achieve timely delivery and high-quality service, ultimately ensuring customer satisfaction.
  • Insurance Handling: Manage Life Insurance and Health Insurance quotes, coordinating with clients during policy issuance and claim settlement processes.
  • Process Improvement: Enhance overall team efficiency by developing improved processes, better transaction platforms, and reporting mechanisms.
  • Customer Service: Oversee all customer service-related activities, resolving queries, complaints, and requests within defined turnaround times.
  • Customer Delight: Ensure every interaction with customers results in delight, implementing and upgrading internal processes to achieve this goal.
  • Relationship Building: Build and maintain relationships with various third-party organizations to expedite query resolution for customers.
  • Cross-Selling: Deploy coordinated efforts to improve cross-selling through existing clients, identifying opportunities for additional services and products.
  • Strategy Development: Support and design customer service, administration, and support strategies to enhance the overall customer experience.
  • IT Implementation: Implement IT solutions to enhance customer service and improve the origination process, making it more efficient and customer-centric.

Desired qualifications & Skill Required:

  • Bachelor’s degree in Business, Finance, or a related field (Master’s degree is a plus).
  • Proven experience in operations management and client services within the financial services industry.
  • Strong knowledge of investment products, transaction platforms, and compliance requirements.
  • Excellent communication and interpersonal skills.
  • Leadership qualities with the ability to coordinate and motivate teams.
  • Analytical mindset with a focus on process improvement.
  • Proficiency in using relevant software and platforms.


Annual Package between 4 Lakhs to 6 lakhs

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