Operational Excellence Lead

2 weeks ago


Mumbai, Maharashtra, India TBNG Capital Advisors Full time
Job Overview

We are seeking an experienced Operational Excellence Lead to oversee the operational functions of our Mutual Fund Distributor (MFD) and Registered Investment Advisor (RIA) firm in Mumbai.

About the Role

This leadership position demands expertise in handling Mutual Funds, PMS, AIF, and other capital market products, along with a strong grasp of systems like BSE, NSE, and MFU.

Key Responsibilities
  • Operational Oversight:
  • Manage day-to-day operations for MFD and RIA services, ensuring timely execution of client instructions across Mutual Funds, PMS, and AIF.

    Handle platforms such as BSE Star MF, NSE NMF II, and MFU for efficient order processing and transaction management.

    Develop and implement standardized operational processes to improve efficiency and reduce errors.

  • Team Leadership:
  • Lead the operations team, fostering a culture of collaboration and accountability.

    Provide mentorship and training to team members to enhance their operational expertise.

    Monitor team performance and ensure alignment with organizational goals.

  • Client Interaction & Support:
  • Serve as the operational point of contact for clients, addressing queries and ensuring timely resolution of issues.

    Communicate transaction updates, portfolio reports, and other operational matters to clients.

  • Compliance & Regulatory Adherence:
  • Ensure compliance with all SEBI and AMFI regulations applicable to MFD and RIA activities.

    Maintain accurate documentation and audit trails for all client transactions and processes.

    Work closely with the Compliance Officer to stay updated on regulatory changes and implement them effectively.

  • Technology Proficiency:
  • Leverage systems like BSE, NSE, and MFU for transaction execution and reporting.

    Collaborate with technology teams to address system enhancements or resolve technical issues.

  • Process Optimization:
  • Identify gaps in existing operational workflows and propose improvements.

    Ensure operational readiness to handle increased client volumes and new product offerings.

Requirements
  • Education: Bachelor's degree in Finance, Commerce, or a related field. MBA/PGDM in Finance is preferred.
  • Certifications:
  • NISM Mutual Fund Distributor Certification (mandatory).
  • NISM Portfolio Management Services Certification (mandatory).
  • Experience: Minimum 3 years of operational experience in a Mutual Fund Distributor or RIA setup.
  • Skills:
  • Strong understanding of MFD and RIA operational processes and systems like BSE, NSE, and MFU.
  • Excellent client communication and stakeholder management skills.
  • Proficiency in regulatory compliance and documentation.
  • Team leadership and training expertise.
  • Strong organizational skills with a detail-oriented approach.
Competencies
  • Fast Learner: Ability to adapt quickly to new systems, tools, and regulatory updates.
  • Operational Expertise: Deep knowledge of MFD and RIA operations and platforms.
  • Leadership: Strong team management and mentoring skills.
  • Client Focus: Ability to deliver exceptional service and build trust with clients.
  • Problem-Solving: Analytical mindset to troubleshoot and resolve operational challenges efficiently.
What We Offer
  • Rs. 15,00,000 - Rs. 25,00,000 per annum, depending on qualifications and experience.
  • Professional growth opportunities in a dynamic and evolving industry.
  • A collaborative work culture focused on excellence and client-centricity.
  • Exposure to a wide range of capital market products and services.


  • Mumbai, Maharashtra, India Lead School Full time

    Company OverviewAt LEAD School, we're revolutionizing the education sector with our cutting-edge technology and innovative solutions. As India's largest and fastest-growing School Edtech company, we're committed to providing excellent education to every child in the country.Job DescriptionWe're looking for an experienced Area Manager - Publishing to join our...


  • Mumbai, Maharashtra, India LEAD School Full time

    About LEAD SchoolLEAD School is a pioneering EdTech company that partners with Private K-12 Schools across India to provide academic and technology products that enhance learning outcomes. Our mission is to make excellent education affordable and accessible to every child in the country.Job OverviewThis is an exciting opportunity for a seasoned finance...


  • Mumbai, Maharashtra, India FinTech Full time

    Job Summary">We are seeking a highly skilled and motivated Operational Excellence Lead to join our team at FinTech. As an Operational Excellence Lead, you will be responsible for designing and delivering effective training solutions that drive operational excellence and enhance organizational capabilities.">About the Role">This role involves working closely...


  • Mumbai, Maharashtra, India Zyeta Full time

    Job DescriptionWe are seeking a highly skilled Operational Excellence Lead to join our team at Zyeta. In this role, you will be responsible for driving continuous improvement and process optimization across various projects.About the RoleThis is a challenging opportunity for an experienced project management professional to leverage their skills in process...


  • Mumbai, Maharashtra, India Teamware Solutions - A division of Quantum Leap Co Full time

    We are looking for an experienced Operational Excellence Lead to join our team at Teamware Solutions - A division of Quantum Leap Co. This is a fantastic opportunity for a Change Management Specialist to drive process improvements and lead cross-functional teams.Estimated salary: $180,000 - $220,000 per year (based on location and experience).About the...


  • Mumbai, Maharashtra, India VISTRA Full time

    About This RoleWe are seeking an experienced Business Analyst to join our team in Mumbai, India, as part of our Operational Excellence function. The successful candidate will lead KYC and Screening process transformation projects, leveraging Lean principles to drive continuous improvement initiatives. Salary RangeThe estimated salary for this role ranges...


  • Mumbai, Maharashtra, India Nap Chief Full time

    We are seeking a seasoned Project Manager to lead high-priority projects that drive growth and operational excellence at Nap Chief.The ideal candidate will have 5-7 years of experience in project management, preferably in e-commerce, retail, or startups. A consulting background is a significant advantage.Key Responsibilities:Project Planning & Execution:...


  • Mumbai, Maharashtra, India Lead School Full time

    Job Overview">LEAD School seeks a seasoned publishing operations manager to lead our content development efforts. This role involves overseeing all aspects of publishing operations, managing content production, and ensuring quality standards are met.The ideal candidate will have a strong background in publishing operations management, content production, and...


  • Mumbai, Maharashtra, India LEAD School Full time

    Company OverviewLEAD School is a pioneering education company that has revolutionized the way schools operate in India. Founded in 2012 in Mumbai, LEAD partners with private K-12 schools across the country to provide them with academic and technology products that enhance student learning outcomes.The company's mission is to empower India by making excellent...


  • Mumbai, Maharashtra, India Lead School Full time

    About the Company: LEAD School is dedicated to transforming schools through innovative technology-driven solutions.Salary: ₹80,000 - ₹1,20,000 per month, depending on experienceJob Description:We are seeking a full-time, on-site Area Manager - Publishing at LEAD School to oversee publishing operations, manage content production, ensure quality standards,...


  • Mumbai, Maharashtra, India Lead School Full time

    Job Description">As a Training Manager for Academic Excellence at Lead School in Mumbai, you will play a pivotal role in driving our learning and development initiatives. With a strong background in Training, Talent Management, and an MBA in Human Resource Management, you will develop and implement effective training plans for Sales and Account Management...


  • Mumbai, Maharashtra, India Wipro Digital Operations and Platforms Full time

    Job Description:We are seeking a highly skilled Process Excellence Lead to drive operational transformation in our Mumbai location. As a key member of the team, you will be responsible for improving operational performance, meeting productivity goals, and fostering a culture of continuous improvement.Key Responsibilities:1. Facilitate and lead improvement...


  • Mumbai, Maharashtra, India Lead School Full time

    Publishing Operations Manager">LEAD School is a leading education company in India, dedicated to transforming schools through innovative technology-driven solutions. We are seeking a seasoned publishing operations manager to lead our content development efforts.The ideal candidate will have a strong background in publishing operations management, content...


  • Mumbai, Maharashtra, India Lead School Full time

    Company Overview: LEAD School is India's largest and fastest-growing Edtech company, transforming schools through innovative technology-driven solutions.Salary: ₹80,000 - ₹1,20,000 per month, depending on experienceJob Description:The Area Manager will oversee publishing operations, manage content production, ensure quality standards, and maximize...

  • Publishing Team Lead

    4 weeks ago


    Mumbai, Maharashtra, India Lead School Full time

    Job Title: Publishing Team Lead - IndiaThe Publishing Team Lead - India will be responsible for overseeing publishing operations, managing content production, and ensuring quality standards. This role involves collaboration with internal teams, vendors, and publishers to drive publishing strategies and achieve business objectives.About the Company:LEAD...


  • Mumbai, Maharashtra, India Moove Full time

    About MooveMoove is a pioneering mobility asset finance company that aims to democratize vehicle ownership and empower entrepreneurs worldwide.We are on a mission to make the world more productive and successful by redefining access to auto finance and vehicle ownership.Our technology-enabled lending model transforms the availability of auto finance and...


  • Navi Mumbai, Maharashtra, India 1Point1 Full time

    Job OverviewWe are seeking an experienced Operational Excellence Lead to drive business transformation initiatives within our organization.


  • Mumbai, Maharashtra, India Tira Consulting Pvt Limited Full time

    About Tira Consulting Pvt LimitedTira Consulting Pvt Limited is a leading consulting firm providing expert services in operations excellence, data analytics, and reporting. Our mission is to empower organizations to make informed decisions through accurate and timely delivery of operational insights.Why Join Us?This is an exceptional opportunity to join a...


  • Mumbai, Maharashtra, India Ergode IT Services Full time

    Job Title: Operations DirectorAbout Ergode IT Services:We are a forward-thinking technology company driven by innovation and a passion for excellence. Our team is dedicated to delivering cutting-edge solutions that transform businesses and improve lives.Job Summary:We are seeking an experienced Operations Director to lead our operations team and drive...


  • Mumbai, Maharashtra, India Mantras2Success Full time

    Job DescriptionWe are seeking a highly skilled Operational Excellence Manager to join our team at Mantras2Success. This role will play a pivotal part in ensuring efficient coordination between our sales, logistics, and service center departments.The incumbent will be responsible for developing and implementing streamlined processes at our service center...