Head of Operations

To oversee day-to-day PMS back-office functionalities.

About the Role

To ensure error free execution of financial transactions.

Responsibilities

To keep control on period reconciliations.

To handhold the team wherever required.

To handle escalated matters in co-ordination with related team members.

To co-ordinate with various teams to facilitate smooth operational workflows.

To take care of regulatory related requirements.

To pro-actively take charge of debit balance clearance.

To ensure no excess fund transfers to the investors.

To share period MIS with management giving overview of back-office activities.

To hand good control to ensure ZERO execution errors.

To ensure compliance with regulatory and legal requirements.

To ensure regulatory reports are thoroughly verified & submitted within the timelines.

To have pro-active approach.

To take ownership & responsibilities, prepare order files and double check before placing the orders.

To monitor and improve operational efficiency and accuracy.

To prepare and review financial and operational reports.

To handle client inquiries and resolve operational issues promptly.

To implement and manage operational controls and procedures.

To oversee documentation and record-keeping for all transactions.

To provide training and support to junior team members.

Qualifications

Bachelor’s degree in finance, Business Administration, or related field.

Relevant experience in PMS back office.

In-depth knowledge of financial regulations and compliance.

Proven track record of managing operational teams.

Excellent communication and organizational skills.

Strong analytical and problem-solving abilities.

Required Skills

PMS Operations.

Regulatory Compliance.

Financial Analysis.

Operational Efficiency.

Team Management.

Client Relationship Management.

Microsoft Office.

Well versed with Wealth Spectrum software & it’s functionalities.