PRIMARY DUTIES AND RESPONSIBILITIES:
OPERATIONAL STRATEGY
- Develop and execute an operational strategy that supports the companys legal and corporate, accounting and fund administration service lines.
- Oversee all operational functions, ensuring efficiency, compliance, and client service excellence.
- Implement best practices in operational management, digital transformation, and risk mitigation.
- Align operational workflows with business growth, technological innovation, and regulatory changes.
OPERATIONS MANAGEMENT
- Primarily accountable for all client and operational matters and solving all issues managing risks, ensuring operational efficiency and addressing all client delivery matters.
- Ensure smooth operational execution within the set timelines and provide client deliverables ahead of the deadline.
- Oversee client onboarding, KYC/AML processes, and regulatory reporting across multiple jurisdictions.
- Ensure accurate and timely execution of NAV calculations, financial statements, investor reporting, and compliance monitoring.
- Defining operational execution plans for new billable projects and new client onboarding.
- Implement, define and document operational procedures relating to execution.
- Drive standardization and automation to improve fund administration efficiency and reduce errors.
- Lead and optimize fund administration processes, trust and fiduciary services, and investor services delivered from the central office.
- Build standard, transparent, and repeatable production and service processes to provide stable, consistent, and quality products and services that both internal and external clients expect
- Drive discipline of daily deliverables to clients and local offices and daily timesheets and billing.
- Manage client relationships, operational risk, service level agreements and coordination of client deliverables.
- Develop, maintain and expand contact with Sales team and the country management teams and Account Managers, clients and the intermediaries and ensure that all stakeholders are serviced well.
- Facilitate enforcing policies, procedures and work-instructions with operational staff in order to achieve a standardized way of working towards the clients.
- Responsible for implementing appropriate and best of breed systems and operating procedures
- Leverage the central office delivery capabilities in Bangalore to reach profitability targets - Support the delivery of the financial and operational priorities and budget, within the defined financial targets and objectives.
- Responsible for the review of existing processes, mapping key processes, identifying gaps and creating the path to a more efficient operations model.
- Facilitate enforcing policies, procedures and work-instructions to achieve a standardized way of working towards the clients.
- Ensure the smooth onboarding and off boarding of clients via appropriate systems and internal systems, and ensure proper communication across functions during the process.
- Provide feedback and reports to internal stakeholders.
- Ensure accurate client time recording and control of client profitability targets.
- Analyzing all operations and actively driving operational efficiencies.
- Assist in growing the overall fiduciary and find administration service line.
- Assess and plan operational capacity and report back to the sales officers to ensure timely delivery.
- Help define operational processes and assist with the implementation of these process and procedures.
- Planning and managing projects and contributing to product development and innovation.
- Promoting operational efficiencies by implementing and optimizing operational produces and actively driving digitization in the service delivery.
- Control of the capacity planning and key role in the business continuity planning to ensure 100% delivery.
- Maximize utilization of resources and drive cost control measures across operations.
- Travel to offices / client visits as appropriate to support business requirements and manage deliverables.
- Help build a high performing operational team to grow the Amicorp business.
- Maintain high operational standards in trust and corporate services, accounting and Globalization Service and fund administration, and investor services.
REGULATORY COMPLIANCE & RISK MANAGEMENT
- Ensure all operations comply with global and regional financial regulations (e.g., AIFMD, FATCA, CRS, GDPR, DFSA regulations)
- Work closely with risk, legal, and compliance teams to maintain regulatory adherence and mitigate risks.
- Implement a robust risk management framework that covers operational risk, cybersecurity, and client data protection.
- Lead audits, manage relationships with regulators, and ensure timely reporting of regulatory obligations.
CLIENT RELATIONSHIP & SERVICE EXCELLENCE
- Ensure high-quality service delivery to institutional clients, fund managers, family offices, and high-networth individuals (HNWIs).
- Act as an escalation point for client concerns related to operational efficiency and service performance.
- Foster long-term client relationships by ensuring service excellence in fund administration, trust management, and corporate services.
- Collaborate with business development teams to support client acquisition and retention efforts.
FINANCIAL OVERSIGHT & RESOURCE MANAGEMENT
- Manage operational budgets, ensuring cost-effectiveness while maintaining service quality.
- Optimize resource allocation across teams and geographies to maximize efficiency.
- Identify and implement cost-saving measures through process improvements and automation.
- Develop a high-performing workforce through discipline in billing, training and mentoring; as well as manage poor performance quickly and efficiently.
- Foster a culture of accountability, excellence, and innovation within the operations team.
- Set and monitor KPIs, performance benchmarks, and operational targets.
CANDIDATE PROFILE:
- Bachelor or Master Degree in Law, Accounting, Tax or another business related field, additional relevant qualification would be desirable.
- At least 15 years of experience inclusive of at least 5 years in senior management positions in financial services industry (preferably with international exposure).
- Good understanding of key financial services and industry related legislation. Familiar with international requirements - e.g. CRS, FATCA, BEPS, GAAR, ESR, that affects the clients and entities in target markets.
- Strong commercial mindset, takes initiative, positive and proactive, dedicated, focused and revenue and target driven.
- Excellent leadership, organizational, interpersonal and communication skills. Successful team management experience including performance management and employee development.
- Excellent client facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences, and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.
- Strong analytical and problem solving skills, solution driven, highly organized and detail-orientated with good decision making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results.
- Ability to adapt and work in a smaller, dynamic local team environment; along with being part of a bigger matrix organization. Proven leadership and team player skills, with ambition to excel in the role.
- Demonstrated knowledge and understanding of operational efficiency issues and quality management and control matters.
