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Senior Executive - AMC Operations

Bengaluru, Karnataka
Work Type: Full Time

About Navi 

Navi is one of the fastest-growing financial services companies in India providing Personal & Home Loans, UPI, Insurance, Mutual Funds, and Gold. Navi's mission is to deliver digital-first financial products that are simple, accessible, and affordable. Drawing on our in-house AI/ML capabilities, technology, and product expertise, Navi is dedicated to building delightful customer experiences.

Founders: Sachin Bansal & Ankit Agarwal 

Know what makes you a “Navi_ite” : 

1.Perseverance, Passion and Commitment 

• Passionate about Navi’s mission and vision 

• Demonstrates dedication, perseverance and high ownership 

• Goes above and beyond by taking on additional responsibilities 

2.Obsession with high quality results 

• Consistently creates value for the customers and stakeholders through high quality outcomes 

• Ensuring excellence in all aspects of work 

• Efficiently manages time, prioritizes tasks, and achieves higher standards 

3.Resilience and Adaptability 

• Adapts quickly to new roles, responsibilities, and changing circumstances,  showing resilience and agility


Responsibilities :

  • Ensure all the Investor queries raised to AMC operations are handled seamlessly. 

  • Resolve customer complaints and issues efficiently and effectively within TAT.

  • Ensure Distributor Queries are handled within the TAT.

  • Collaborate with external stakeholders to ensure customer satisfaction.

  • Coordinate with internal/external  departments to ensure seamless execution of Investor transactions/queries. 

  • Ensure compliance with regulatory requirements and company policies in all Investor services activities.

  • Identify opportunities for process improvements and implement solutions to enhance efficiency

  • Manage trade settlements for equity, debt, money market, and other relevant transactions.


Key Skills Required :


  • Problem-solving skills.

  • Excellent attention to detail and accuracy.

  • Stakeholder management.

  • Strategic thinking

  • Good  communication and interpersonal skills with a talent for articulating.

  • Ability to prioritize tasks and manage time effectively to meet deadlines.

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