Managing Director - Operations

SUMMARY

The role holder is primarily accountable for all client and operational matters and solving all issues managing risks, ensuring operational efficiency and addressing all client delivery matters relation to the Company's Bangalore Central office ("Office"). The role holder is responsible for seamless operational delivery and financial performance (billing) for the Legal and Corporate Services, Accounting Services, Compliance, Tax and Fund Administration Services. They shall also implement, define and document operational procedures relating to execution and be responsible for daily deliverables to all countries supported by the Bangalore office.

PRIMARY DUTIES AND RESPONSIBILITIES

OPERATIONAL STRATEGY

• Develop and execute an operational strategy that supports the company’s 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 onboardings.
• 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-net-worth 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.