Head of Operations- PMS/AIF

Intellectual Capital HR Consulting Pvt. Ltd.

Ahmedabad District

On-site

INR 550,000 - 850,000

Full time

7 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Head Of Operation to oversee day-to-day PMS back-office operations.

The role focuses on accurate financial transactions, period reconciliations, and guiding a team. You will coordinate with multiple teams to ensure smooth workflows and regulatory compliance, and actively handle escalated issues and MIS reporting. Ideal candidates have strong finance/BA credentials, PMS back-office experience, and proven leadership with excellent

Qualifications

Degree in finance or 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.

Responsibilities

Oversee day-to-day PMS back-office functionalities.
Ensure error-free execution of financial transactions.
Keep control on period reconciliations.
Handhold the team wherever required.
Handle escalated matters in coordination with related teams.
Coordinate with various teams to facilitate smooth workflows.
Take care of regulatory related requirements.
Provide training and support to junior team members.

Skills

PMS Operations

Regulatory Compliance

Financial Analysis

Operational Efficiency

Team Management

Client Relationship Management

Wealth Spectrum software

Education

Degree in finance

Degree in Business Administration

Tools

Microsoft Office

Wealth Spectrum software

Job description

Designation: Head Of Operation

Job Description:

To oversee day-to-day PMS back-office functionalities
To ensure error free execution of financial transactions
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