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Operations Manager PMS

2 months ago

mumbai, India Tailwind Financial Services Full time
Operations Manager - Portfolio Management Services
About 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 KPIs
2. Account Opening and KYC Process
- Manage account opening and KYC compliance
- Coordinate with custody for smooth onboarding
3. Transaction Execution and Fund Management
- Oversee investment transactions and coordinate with custody
- Ensure accurate fund mapping and accounting using Wealth Spectrum
4. Reporting and Compliance
- Generate and analyse reports using Wealth Spectrum
- Ensure adherence to SEBI regulations
- Conduct internal checks
5. Client Query Management
- Establish efficient systems for handling and resolving client queries
6. Team Leadership
- Train, manage, and develop the operations team
- Assist in recruitment and team building
Qualifications 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 skills
Preferred:
- Experience with multiple custodians
- Knowledge of PMS Platforms and Providers like Wealth Spectrum