Sr. Manager / AGM (Operations) – Family Office

Position Type

Experience

Role Overview

We are seeking a mature, dependable, and experienced professional for the role of Sr. Manager / AGM (Operations) in our Family Office. This is a responsibility-driven and trust-based position, requiring someone who can handle financial transactions, operations, and related tasks with a high degree of accuracy, confidentiality, and ownership.

The role is best suited for a professional with significant work experience who is now looking for a stable, long-term assignment, or for a mid-career professional / homemaker seeking to restart their career with a respected organization.

Key Responsibilities

• Execution and handling of day-to-day financial and operational transactions
• Maintaining accurate records and ensuring confidentiality of financial data
• Coordinating and following up on payments, investments, and compliance-related tasks
• Preparing and maintaining reports, statements, and documentation
• Liaising with banks, service providers, and other stakeholders as necessary
• Monitoring timelines and ensuring timely execution of responsibilities around property management, Events, Philanthropic endeavours and investments.
• Independently handling tasks with a strong sense of accountability and trustworthiness
• Supporting senior management in operational oversight and decision-making

Ideal Candidate Profile

• Education

  : Graduate / Post Graduate (any discipline)

• Experience

  : 15+ years of experience in responsible professional roles like estate management , investment management, event organising etc

• Location

  : Must be based in Noida (non-negotiable)
• Mature, dependable, stable, and highly reliable personality
• Strong attention to detail, with the ability to manage sensitive information responsibly
• Comfortable with financial operations, record-keeping, and documentation
• Ability to work independently, manage pressure, and demonstrate a problem-solving mindset
• Candidates seeking stability and long-term commitment will be given preference
• Open to both corporate professionals and homemakers looking to restart their career

What We Offer

• A stable, long-term position in a respectful and trustworthy environment
• An opportunity to work directly on key functions of a Family Office
• A role that values maturity, reliability, and accountability over hierarchy
• Scope to take ownership and grow gradually within the organization