Senior Manager

Job Responsibilities:

• Leverage practical knowledge and experience in the operations of BFS segments such as PMS (Portfolio Management Services), Mutual Funds, AIF (Alternative Investment Funds), Wealth Management, and Offshore Funds.
• Analyze, compare, and quickly interpret complex facts and figures to make sound judgments and provide actionable insights.
• Lead and manage a team of at least 4-5 junior professionals, providing guidance, mentorship, and monitoring their daily deliverables.
• Take responsibility for the quality and timely delivery of all engagements within the financial services practice.
• Supervise engagements to ensure adherence to internal SOPs and methodologies, keeping them updated as necessary.
• Define and manage appropriate Key Performance Indicators (KPIs) to ensure work delivery aligns with stakeholder agreements.
• Strengthen the delivery capabilities of the practice by actively training and mentoring the team, ensuring adherence to professional practice requirements.
• Develop and release alerts and thought leadership articles at regular intervals to contribute to industry insights.
• Partner with Business Solutions resources to identify and implement process automation and efficiency-building initiatives.
• Build and maintain strong business relationships, acting as a direct report to Partners as required.
• Exercise accuracy and the ability to handle significant responsibility with limited supervision.
• Possess strong business understanding, systems, and computer skills.
• Be open to travel outstation for client engagements and business needs.

Background & Skills:

• Proven working or audit experience in middle and back-office operations of Wealth Management Firms, Mutual Fund AMCs, AIF, Depository, or Capital Markets.
• Thorough knowledge and understanding of

  investments and securities

  .
• Must be abreast of the

  SEBI and RBI regulations

  applicable to the BFS segment (e.g., SEBI (Mutual Fund) Regulations, SEBI (Alternative Investment Funds) Regulations, RBI guidelines for financial services).

• Proven supervisory abilities

  and substantial people management experience.
• Ability to work independently in an autonomous work environment, demonstrating strong business judgment.
• Excellent

  oral and written communication skills

  .
• Well-developed interpersonal skills and professional maturity.
• Strong work ethic and a collaborative work approach.
• High attention to detail, accuracy, and quality.
• Knowledge of Wealth Spectrum / Miles software would be preferable.

Core Competencies:

• Service Orientation:

  Committed to meeting internal and external customers evolving, long-term needs.

• Result Orientation:

  Directs efforts towards developing and implementing realistic action plans to meet business objectives with a sense of urgency.

• Initiative:

  Proactively identifies challenges and works towards their resolution, seeking opportunities for process improvements.

• Professionalism:

  Possesses in-depth functional knowledge, ethics, and integrity while conducting the job.

• Cooperation:

  Ensures task completion and extends support to team members, displaying joint ownership towards achieving business objectives.

• Communication/Feedback:

  Believes in providing and receiving feedback to enhance performance.