Head of Operations- PMS/AIF

Intellectual Capital HR Consulting Pvt. Ltd.; Ernakulam; Presencial; INR 1.200.000 - 2.400.000; Jornada completa

Descripción de la vacante

Intellectual Capital HR Consulting Pvt. Ltd. in Kerala seeks a Head Of Operation to oversee PMS back-office functions and ensure accurate financial processing.

You will lead the team, manage reconciliations, handle escalations, and ensure regulatory compliance and timely MIS reporting.

Formación

• 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.

Responsabilidades

• Oversee day-to-day PMS back-office functionalities.
• Ensure error-free execution of financial transactions.
• Maintain control over period reconciliations.
• Provide guidance and support to team members.
• Address escalated issues in coordination with related teams.
• Ensure regulatory compliance and timely submission of reports.

Conocimientos

PMS Operations

Regulatory Compliance

Financial Analysis

Operational Efficiency

Team Management

Client Relationship Management

Educación

Finance/Business Administration degree

Relevant PMS back office experience

Herramientas

Microsoft Office

Wealth Spectrum software

Descripción del empleo

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