Head of Operations- PMS/AIF

Intellectual Capital HR Consulting Pvt. Ltd.

Chennai District

On-site

INR 1,200,000 - 1,800,000

Full time

7 days ago
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Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a Head Of Operation to oversee PMS back-office operations and ensure precise financial processing. You will drive reconciliations, regulatory compliance, and enterprise-wide workflow efficiencies while guiding a growing team across multiple functions.

The role requires strong analytical skills, robust communication, and a proactive approach to improve accuracy and regulatory reporting timelines. Based in Chennai, India.

Qualifications

  • Experience in PMS back-office operations and regulatory compliance.
  • Strong analytical and problem-solving abilities with attention to detail.
  • Ability to manage teams and coordinate with cross-functional units.

Responsibilities

  • Oversee day-to-day PMS back-office functionalities.
  • Ensure error-free execution of financial transactions.
  • Maintain control over period reconciliations.
  • Handhold the team wherever required.
  • Handle escalated matters with related teams.
  • Coordinate with various teams for smooth workflows.
  • Ensure regulatory compliance and timely submissions.
  • Proactively manage debit balance clearance and avoid excess fund transfers.
  • Share period MIS with management summarizing activities.
  • Maintain strict control to prevent execution errors.
  • Ensure regulatory reports are verified and submitted on time.
  • Take ownership, prepare order files, and double-check before placing orders.
  • Monitor and improve operational efficiency and accuracy.
  • Prepare and review financial and operational reports.
  • Handle client inquiries and resolve issues promptly.
  • Implement and manage operational controls and procedures.
  • Oversee documentation and record-keeping for transactions.
  • Provide training and support to junior members.

Skills

PMS Operations
Regulatory Compliance
Financial Analysis
Operational Efficiency
Team Management
Client Relationship Management

Education

Degree in finance or business administration
Experience in PMS back office
Knowledge of financial regulations and compliance
Proven track record of managing operational teams
Excellent communication and organizational skills
Strong analytical and problem-solving abilities

Tools

Wealth Spectrum software
Microsoft Office

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

Skills:

  • PMS Operations
  • Regulatory Compliance
  • Financial Analysis
  • Operational Efficiency
  • Team Management
  • Client Relationship Management
  • Microsoft Office
  • Well versed with Wealth Spectrum software & its functionalities

Qualification:

  • 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
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