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Operations Manager Pms

2 months ago

Delhi, India Tailwind Financial Services Full time

Operations Manager Portfolio Management ServicesAbout the Role:We're seeking an experienced Operations Manager to oversee our Portfolio Management Services (PMS) operations, ensuring efficiency, compliance, and client satisfaction.Key Responsibilities:1. Daily Operations Management Oversee PMS operations, implement strategies for improved efficiency Monitor operational metrics and KPIs2. Account Opening and KYC Process Manage account opening and KYC compliance Coordinate with custody for smooth onboarding3. Transaction Execution and Fund Management Oversee investment transactions and coordinate with custody Ensure accurate fund mapping and accounting using Wealth Spectrum4. Reporting and Compliance Generate and analyse reports using Wealth Spectrum Ensure adherence to SEBI regulations Conduct internal checks5. Client Query Management Establish efficient systems for handling and resolving client queries6. Team Leadership Train, manage, and develop the operations team Assist in recruitment and team buildingQualifications and Skills: Bachelor's degree in Finance or related field 5+ years in financial operations, 3+ years in PMS management Strong knowledge of financial markets, PMS strategies, and SEBI regulations Proficiency in Wealth Spectrum and financial software Excellent leadership, analytical, and communication skillsPreferred: Experience with multiple custodians Knowledge of PMS Platforms and Providers like Wealth Spectrum