Head of Operations

To oversee day-to-day PMS back-office functionalities.

About the Role

To ensure error free execution of financial transactions.

Responsibilities

• 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.

Qualifications

• Bachelor’s degree in finance, Business Administration, or related field.
• Relevant 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.

Required 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.