Head of Operations- PMS/AIF

Intellectual Capital HR Consulting Pvt. Ltd.; Surat; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Surat seeks a Head Of Operation to oversee day-to-day PMS back-office activities and ensure error-free execution of financial transactions. You will maintain strict control on period reconciliations and support the team across processes.

The role requires strong regulatory knowledge, excellent communication, and the ability to drive operational efficiency, MIS reporting, and compliant workflows across multiple teams.

Qualifications

• Degree in finance, business administration, or related field.
• Relevant PMS back-office experience.
• 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 over period reconciliations.
• Handhold the team and provide guidance wherever required.
• Handle escalated matters in coordination with related team members.
• Coordinate with various teams to facilitate smooth operational workflows.
• Ensure compliance with regulatory and legal requirements.
• Share period MIS with management giving overview of back-office activities.
• Provide training and support to junior team members.

Skills

PMS Operations

Regulatory Compliance

Financial Analysis

Operational Efficiency

Team Management

Client Relationship Management

Education

Degree in finance or business administration

Tools

Microsoft Office

Wealth Spectrum

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