Head of Operations- PMS/AIF

Intellectual Capital HR Consulting Pvt. Ltd.; Pune District; Vor Ort; INR 1.200.000 - 1.800.000; Vollzeit

Zusammenfassung

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

The role focuses on regulatory compliance, period reconciliations, and proactive problem-solving to support investment operations. You will lead a team, coordinate cross-functionally, and drive efficiency while maintaining strict control over MIS and regulatory reporting timelines.

Qualifikationen

• Experience in PMS back office operations and regulatory frameworks.
• Strong analytical and problem-solving abilities.
• Excellent communication and organizational skills.
• Proven track record of managing operational teams.
• Knowledge of financial regulations and compliance.
• Ability to drive operational efficiency and accuracy.

Aufgaben

• Oversee day-to-day PMS back-office operations.
• Ensure error-free execution of financial transactions.
• Maintain control over period reconciliations.
• Handhold and mentor team members as needed.
• Coordinate with related teams to ensure smooth workflows.
• Ensure regulatory compliance and timely submission of reports.
• Improve operational efficiency and accuracy.
• Prepare and review financial and operational reports.

Kenntnisse

PMS Operations

Regulatory Compliance

Financial Analysis

Operational Efficiency

Team Management

Client Relationship Management

Microsoft Office

Wealth Spectrum software

Ausbildung

Degree in finance, Business Administration, or related field

Tools

Microsoft Office

Wealth Spectrum

Jobbeschreibung

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