Operations Manager

15 hours ago

Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time ₹ 15,00,000 - ₹ 25,00,000 per year

Role Overview

You will be responsible for ensuring seamless operations across multiple asset classes. This role is ideal for professionals who combine strong technical knowledge with a process-driven mindset and a passion for operational excellence in the wealth management space.

Key Responsibilities

  • Manage end-to-end PMS operations across Direct Equity, Mutual Funds, Bonds, Alternate Assets (AIFs), and more.
  • Drive operational activities such as client activation, redemptions, corporate actions, trade allocation/reporting, settlements, day-end processing, and client reporting.
  • Ensure accurate and timely client billing as per agreed fee structures (fixed & variable).
  • Perform and review reconciliations (Bank, Stock, etc.) to maintain operational accuracy.
  • Work with vendors to identify system requirements, implement enhancements, and test deployed solutions.
  • Handle audit-related queries and prepare insightful MIS reports for management.
  • Maintain strong working knowledge of NAV calculation and related processes.
  • Leverage technology for efficiency advanced Excel skills and knowledge of Macros will be highly preferred.

Who Should Apply

  • Professionals with hands-on experience in PMS / Wealth Management operations.
  • Strong understanding of multiple asset classes and financial products.
  • Detail-oriented, analytical, and comfortable with numbers & systems.
  • A proactive problem-solver who can thrive in a fast-paced, high-growth environment.

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