Head of Operations- PMS/AIF

Intellectual Capital HR Consulting Pvt. Ltd.

Indore 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 the PMS back-office and ensure accurate, compliant financial processing in Indore.

You will manage daily operations, drive process improvements, and coordinate with cross-functional teams to keep workflows efficient and compliant. The role requires strong oversight of reconciliations, MIS preparation, and regulatory reporting, with a proactive approach to resolving issues and leading the team toward zero

Qualifications

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.

Responsibilities

Oversee day-to-day PMS back-office functionalities.
Ensure error-free execution of financial transactions.
Maintain control on period reconciliations.
Provide guidance and support to the team wherever required.
Coordinate with related team members to facilitate smooth workflows.
Ensure regulatory compliance and timely submission of regulatory reports.
Share period MIS with management to give an overview of back-office activities.
Monitor and improve operational efficiency and accuracy.
Handle client inquiries and resolve operational issues promptly.
Implement and manage operational controls and procedures.

Skills

PMS Operations

Regulatory Compliance

Financial Analysis

Operational Efficiency

Team Management

Client Relationship Management

Wealth Spectrum

Education

Degree in finance, business administration, or related field

Tools

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