Choice International - Head - Operations

Choice Wealth Private Limited.

Location : Mumbai.

Reporting To : CEO.

Experience : 15+ years in Wealth / Financial Services Operations.

About the Group is an End-To-End financial services conglomerate, encapsulating the entire range; we have come a long way. Each passing year we keep widening our service portfolio to keep pace with technological progress. Lateral expansion followed out of a desire to put Financial Freedom within arms reach of everyone anywhere. To this end we have offices across India, presence in every major economic center, with business partners spread globally and a diligent team of professionals. We have expedited every complex transaction or any financial assistance that the clients have entrusted us with. We offer array of specialized, multi-disciplinary professional services in Investment Banking, Management Consultancy, Broking & Distribution, Retail Loans, Audit and Assurance, Taxation, Cross Border Transactions and Compliance Services through our various professionally managed entities.

Website : www.choiceindia.com.

Role Overview :

The Operations Head for the Wealth Division will be responsible for driving operational excellence, ensuring regulatory compliance, optimizing processes, and enabling seamless delivery of wealth products and services. This includes oversight of back-office operations, transaction processing, customer onboarding, compliance coordination, technology integration, and team performance. The role demands strong leadership, product understanding, process discipline, and an ability to work with multiple stakeholders including sales, RM teams, compliance, product, technology, and custodians / AMCs.

Key Management :

• Oversee end-to-end operations for Mutual Funds, PMS, AIF, Bonds, Insurance, Structured Products, and other wealth offerings.
• Ensure smooth transaction processing, order execution, and post-trade activities.
• Manage client onboarding, KYC verification, FATCA / CRS checks, risk profiling, and documentation standards.
• Oversee account opening processes on various systems.
• Ensure timely reconciliations brokerage, commissions, payouts, client holdings, and product-wise revenue.

Process Improvement & Automation :

Compliance & Risk Management :

Team Leadership & Lead and mentor operations teams across wealth back-office, onboarding, and service.

Vendor & Stakeholder Management :

Reporting & MIS :

Required Skills & Strong understanding of wealth management products (MF, PMS, AIF, Bonds, Insurance, Structured Products).

MBA in Finance / Operations or related field.

(ref : iimjobs.com)