Head of Operations

Job Description

Location : Mumbai Experience : up 10-12 years Job Description : To oversee day-to-day PMS back-office functionalities To ensure error free execution of financial transactions To keep control on period reconciliations To handhold the team wherever required To handle escalated matters in co-ordination with related team members To co-ordinate with various teams to facilitate smooth operational workflows To take care of regulatory related requirements To pro-actively take charge of debit balance clearance To ensure no excess fund transfers to the investors To share period MIS with management giving overview of back-office activities To hand good control to ensure ZERO execution errors To ensure compliance with regulatory and legal requirements. To ensure regulatory reports are thoroughly verified & submitted within the timelines To have pro-active approach To take ownership & responsibilities, prepare order files and double check before placing the orders To monitor and improve operational efficiency and accuracy To prepare and review financial and operational reports To handle client inquiries and resolve operational issues promptly To implement and manage operational controls and procedures To oversee documentation and record-keeping for all transactions To provide training and support to junior team members Qualification : Bachelor’s degree in finance, Business Administration, or related field. Minimum 10-12 years’ experience in PMS back office In-depth knowledge of financial regulations and compliance Proven track record of managing operational teams Excellent communication and organizational skills Strong analytical and problem-solving abilities Skills : PMS Operations Regulatory Compliance Financial Analysis Operational Efficiency Team Management Client Relationship Management Microsoft Office Well versed with Wealth Spectrum software & it’s functionalities Show more Show less