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Operations Manager : Leading Wealth Advisory Firm : Andheri

Hiring for A leading Wealth Advisory Firm

5 - 7 YearsMumbai

Posted: 18 days ago

Job Description

Operations Manager : Leading Wealth Advisory Firm : Andheri

CTC : Upto 8 lacs pa

Location : Andheri

Contact : Prachi,

Pre-requisite :

-Prior experience of 5-7 years with a Broking/AMC/ Wealth Advisory/Banking Operations is a must.
- Prior Team handling experience is mandatory.
- Thorough knowledge in Mutual Fund Operations.

Job Description :

* Knowledge for various investment products like mutual funds, Stocks, FD, Bonds, insurance, PMS, IPO, other financial products ,Documentation for various platforms and financial plan execution from start to end
* Build new SOPs and refine existing SOPs(Standard operation procedures
* Ensure adherence to SOPs and deadlines
* Assignment of responsibilities and task amongst team members
* Zero defect client servicing and operations management
* Formulation Templates for quality client communication - oral/written/other modes of communication
* Identifying and development / setting up of new tools / software for business enhancement and improvement
* Maintaining comprehensive quality of client portfolio data on website and software
* Coordination with external providers e.g software, hardware, other technology providers
* Team building activities including hiring and training
* MIS and Reporting for business and operations
* Conducting maintenance and management of the company database
* Tracking regulatory and compliance related updates and circulars and responding them with in the prescribe time limit
* Managing escalation of servicing requests unsolved by team members
* Following& Setting processes, TATs & SLAs and resolving clients and inter team queries within the set TATs
* Handling , Monitoring and Execution of various and upcoming projects
* Tech Evaluation, software evaluation, platform evaluation
* Office boy team management and general office admin

Skills Require :
* Skilled in maintaining cordial relationship with customers and with Team Members, ensuring quality and service norms to achieve customer satisfaction
* Resolving Customer complaints and enquiries proactively with the ability to work under pressure
* Should be able to supervise teams and manage systems and process
* Experience of team management critical
* Should have an open and a positive mind-set
* Strong passion for working in a fast paced and result oriented environment as well as able to take initiative and execute assigned tasks in a timely and flawless manner
* Comply and learn all company's procedures and policies
* Comfortable with quick turnarounds and deadlines
* Proficient in Internet Applications, Email usage, Ms- Word, office equipment
* Good communication skills - written & Oral
* Experience in Mutual Funds / Stock broking/ Insurance preferred
* "Attention to Detail" critical, should be comfortable with numbers
* Should be able to work with inter functional teams and with deadlines

* Post graduate with minimum 5-7 years work experience in Financial Services industry preferred
* Capital Market (Dealers Module) NSE would be desirable
* BSE's Certification on Securities Markets (BCSM) would be preferred
* NISM-Series-V-A: (5) Mutual Fund Distributors Certification Exam would be desirable.

Interested candidates can apply to this post or share your updated CV(in WORD format only) to

Sr. HR Consultant
Quotient ConsultancyTM
ISO 9001 - 2008 Certified Consultant

Salary: INR 3,00,000 - 7,00,000 P.A.
Industry: Banking / Financial Services / Broking
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Operations/Processes/Finance/Legal
Role: Operations Manager
Employment Type: Permanent Job, Full Time

Company Profile

Quotient Consultancy
A leading recruitment firm
View Contact Details+
Contact Details

Recruiter Name:Prachi

Contact Company:Quotient Consultancy



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