DGM/ AVP- Wealth Operations

2 days ago


Hyderabad, India Credence HR Services Full time
Location : Hyderabad, India
Shift : US Shifts
Experience : 10+ Years
Team Size : 100+
Job Description :
We are looking for a dynamic and experienced Deputy General Manager (DGM) to lead and manage our Wealth Management Operations team. The ideal candidate will have a proven track record in managing large teams and will be responsible for overseeing the smooth functioning of wealth management processes within an ITES/BPO environment. This role is based in Hyderabad and requires the candidate to work in US shifts.
Key Responsibilities:
Lead and manage a team of 100+ members, ensuring the effective delivery of wealth management operations.
Oversee end-to-end wealth management functions including client onboarding, account maintenance, financial transactions, investment reporting, compliance checks, and client support.
Collaborate closely with senior stakeholders to drive business objectives and meet operational performance goals.
Ensure adherence to US regulatory requirements, policies, and procedures within wealth management operations.
Establish strong governance and quality control measures to enhance process efficiency and accuracy.
Foster a high-performance work culture by mentoring, coaching, and developing the team.
Drive continuous improvement initiatives to enhance productivity and reduce operational risks.
Manage escalations effectively and ensure swift resolution of client or operational issues.
Collaborate with cross-functional teams including IT, compliance, and risk management to align with organizational goals.
Prepare and present regular performance reports to senior leadership on operational KPIs and SLAs.

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