Operation Manager

Job Summary:

We are seeking a highly skilled and detail-oriented Operations Manager to lead our wealth management operations team. The ideal candidate will have over 3 to 5 years of relevant experience in financial services operations, with a deep understanding of mutual funds, insurance, PMS, and banking products. The candidate will be responsible for managing client-facing processes, ensuring timely and accurate execution of operational activities, and maintaining the highest standards of service and compliance.

Key Responsibilities:

• Operational Leadership:

Manage and oversee end-to-end operations for wealth management services including account opening, transaction processing, documentation, compliance checks, and service requests.

• Client Onboarding & Servicing:

Ensure smooth onboarding of new clients by coordinating KYC, documentation, and registration processes. Serve as a point of contact for all post-sales operational queries.

• Transaction Management:

Supervise mutual fund transactions, insurance applications, PMS mandates, and related back-office processes. Ensure all transactions are executed accurately and within timelines.

• Compliance & Risk Management:

Ensure adherence to regulatory requirements (SEBI, AMFI, IRDAI, etc.) and internal compliance guidelines. Maintain proper records and audit trails of all operational activities.

• MIS & Reporting:

Prepare and analyze operational reports, dashboards, and client summaries using Microsoft Excel and other tools. Track TATs, client SLAs, and error rates.

• Process Improvement:

Identify gaps in existing processes and recommend improvements to enhance efficiency and client experience. Drive automation and standardization of routine tasks.

• Coordination & Communication:

Liaise with internal teams including sales, advisory, compliance, and technology for smooth execution of operations. Maintain strong relationships with external stakeholders such as RTAs, custodians, and fund houses.

• Team Management (if applicable):

Lead and mentor a team of operations executives, providing guidance, support, and performance reviews.

Key Requirements:

• Bachelor’s degree in Finance, Commerce, or a related field (MBA/PGDM preferred).

• Minimum 5 years of experience in financial services operations, preferably in mutual funds, insurance, PMS, or wealth management.

• Proficiency in Microsoft Excel, including advanced formulas, pivot tables, and charts.

• Strong understanding of regulatory frameworks related to wealth management.

• High level of attention to detail, problem-solving skills, and customer-centric approach.

Preferred Qualifications:

• NISM certifications (e.g., NISM-Series V-A: Mutual Fund Distributors, NISM-Series-X-A: Investment Adviser) will be an added advantage.

• Experience with CRM tools, portfolio tracking platforms, or wealth tech applications.

• It is a Full Time Back Office / Data Entry job for candidates with 3 - 6+ years Experience.

More about this Operation Manager job

1. What is the eligibility criteria to apply for this Operation Manager job?
   Ans: The candidate should be Graduate and above and above with 3 - 6+ years Experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹40000 - ₹40000 per month that depends on your interview. It's a Full Time job in Kochi.
3. How many working days are there for this Operation Manager job?
   Ans: This Operation Manager job will have 6 working days.
4. Are there any charges applicable while applying or joining this Operation Manager job?
   Ans: No, there is no fee applicable for applying this Operation Manager job and during the employment with the company, i.e., HEDGE EQUITIES LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Operation Manager role?
   Ans: There is an immediate opening of 1 Operation Manager at HEDGE EQUITIES LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Back Office / Data Entry job.
8. What are the timings of this Operation Manager job?
   Ans: This Operation Manager job has 09:00 AM - 05:00 PM timing.