Head of Operations

2 weeks ago

Mumbai Maharashtra India, Maharashtra Intellectual Capital HR Consulting Pvt. Ltd. Full time

To oversee day-to-day PMS back-office functionalities.



About the Role



To ensure error free execution of financial transactions.



Responsibilities



  • To keep control on period reconciliations.
  • To handhold the team wherever required.
  • To handle escalated matters in co-ordination with related team members.
  • To co-ordinate with various teams to facilitate smooth operational workflows.
  • To take care of regulatory related requirements.
  • To pro-actively take charge of debit balance clearance.
  • To ensure no excess fund transfers to the investors.
  • To share period MIS with management giving overview of back-office activities.
  • To hand good control to ensure ZERO execution errors.
  • To ensure compliance with regulatory and legal requirements.
  • To ensure regulatory reports are thoroughly verified & submitted within the timelines.
  • To have pro-active approach.
  • To take ownership & responsibilities, prepare order files and double check before placing the orders.
  • To monitor and improve operational efficiency and accuracy.
  • To prepare and review financial and operational reports.
  • To handle client inquiries and resolve operational issues promptly.
  • To implement and manage operational controls and procedures.
  • To oversee documentation and record-keeping for all transactions.
  • To provide training and support to junior team members.



Qualifications



  • Bachelor’s degree in finance, Business Administration, or related field.
  • Relevant experience in PMS back office.
  • In-depth knowledge of financial regulations and compliance.
  • Proven track record of managing operational teams.
  • Excellent communication and organizational skills.
  • Strong analytical and problem-solving abilities.



Required Skills



  • PMS Operations.
  • Regulatory Compliance.
  • Financial Analysis.
  • Operational Efficiency.
  • Team Management.
  • Client Relationship Management.
  • Microsoft Office.
  • Well versed with Wealth Spectrum software & it’s functionalities.

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