Head Operations

Intellectual Capital HR Consulting Pvt. Ltd.

Indore District

On-site

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

Full time

6 days ago

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Job summary

Intellectual Capital HR Consulting Pvt. Ltd. seeks an experienced professional to lead PMS back-office operations in Indore. The role covers daily PMS activities, financial transaction accuracy, and regulatory compliance, with oversight of reconciliations and MIS reporting.

You will mentor a team, handle escalations, ensure regulatory adherence, and drive process improvements while coordinating with various teams to maintain smooth workflows.

Qualifications

Bachelor's degree in finance, Business Administration, or related field.
Minimum 10-12 years’ 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.
Keep control on period reconciliations.
Handhold the team wherever required.
Handle escalated matters in coordination with related team members.
Coordinate with various teams to facilitate smooth operational workflows.
Take care of regulatory related requirements.
Proactively take charge of debit balance clearance.
Ensure no excess fund transfers to the investors.
Share period MIS with management giving overview of back-office activities.
Hand good control to ensure ZERO execution errors.
Ensure compliance with regulatory and legal requirements.
Regulatory reports are thoroughly verified and submitted within timelines.
Have pro-active approach.
Take ownership and responsibilities, 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 operational issues promptly.
Implement and manage operational controls and procedures.
Oversee documentation and record-keeping for all transactions.
Provide training and support to junior team members.

Skills

PMS Operations

Regulatory Compliance

Financial Analysis

Operational Efficiency

Team Management

Client Relationship Management

Microsoft Office

Wealth Spectrum

Education

Bachelor's degree in finance

Business Administration

Related field

Job description

Role & responsibilities

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