Operations Manager

Position

Location

Department

Reporting To

About the Role

Wealth Management operations, compliance, and industry applications

Key Responsibilities

Operations Management

• Manage

  day-to-day wealth management operations

  , ensuring accuracy and timeliness.
• Oversee

  BOD (Beginning of Day) and EOD (End of Day) processes

  on Miles Software / Wealth Spectrum.
• Perform

  NAV (Net Asset Value) calculations

  and reconciliations for investment products.
• Monitor and process client trades, corporate actions, and settlements.
• Prepare and deliver

  MIS reports

  and dashboards to management.
• Ensure timely and accurate transaction processing across asset classes.

Compliance & Regulatory

• Stay updated with changes in

  RBI, SEBI, and other regulatory frameworks

  applicable to wealth management.

Technology & Systems

• Operate and manage core wealth management applications such as

  Miles Software / Integra Moneyware / Wealth Spectrum

  .
• Coordinate with IT for system enhancements, issue resolution, and process automation.
• Ensure data integrity and confidentiality within all systems.

Qualifications & Skills

• Graduate / Postgraduate in

  Finance, Commerce, or related fields

  ; MBA (Finance) preferred.
• 5–10 years of relevant experience in

  Wealth / Asset Management operations and compliance

  .

What We Offer

• Opportunity to work with leading wealth management systems and practices.
• Exposure to diverse asset classes and regulatory frameworks.
• A collaborative and professional work culture with growth prospects.
• Competitive compensation with performance-based rewards.