Head - Operations & Client Servicing - Broking Firm

About Company :

A leading Broking Firm

JOB Details :

Title :-Head - Operations & Client Servicing -Mumbai

Area of operation:-Operations & Client servicing

Department : Private Wealth Management (PWM)

Direct reporting:-COO

Level : AVP/VP

Location: Prabhadevi, Mumbai

Number of direct reports: 3+

Purpose :

The candidate will lead the Customer Service & Sales processes departments of the PWM business. He will also be responsible for working closely with the centralised operations function of the group to streamline operations of the PWM business. The candidate will also be responsible for driving high impact business projects initiated in the year for the PWM business.

Job Description :

- Lead the customer service function of the PWM business

- Ensuring processes and set to delivery the key desired results of high impact business initiatives of the business

- Coordinate with the central ops team to ensure smooth execution of the operational activities

- Manage the internal PWM related operations (CRM ops, Client facing software ops etc)

- Ensure timely & accurate delivery of ops and business MIS

- Managing the day to day business related queries from the sales team and business heads

- Set robust processes and closely monitor the day to day functioning of the customer service desk of the PWM business

- Ensure the key deliverables of the high impact area projects defined by the business are met through seemless execution of activites and robust monitoring mechanisms

- Manage day to day business operations (revenue booking, fee calculation, recievable reco, CRM ops) and drive process improvements within these activities

- Ensure timely & accurate delivery of ops and business MIS

Candidate Profile :

Educational Qualifications :MBA

Additional Certifications/Trainings (desirable) :Six Sigma Certification

Prior Experience : 8-10 years

Domain Knowledge:Operations background required and Knowledge of the Wealth Management Business preferable IT Skills :Proficient in MS Office products (Excel, Word, Powerpoint & Outlook)

Behavioural

- Ability to multi-task

- Ability to work to a wide set of stakeholders

- Result focused and strictly adhere to timelines

- Ability to handle a large team and drive results from them Technical

- Extremely process oriented person

- Good knowledge of operations relating to products sold by Wealth Management companies (MF, PMS, Structured Products, Debt etc)

Kindly share your updated CV with me on with following details for further discussion.

- Current CTC: 2) Expected CTC:

- Current Location: 4) Preferred Location :

- Why do you want to apply for this Job (Max 100 words) :

Reach Us on :

Contact Person : Mrs. Shilpa Nair | | Principal Consultant | | Vitasta Consulting Pvt. Ltd.
Contact No. : M- 08879252777 | | L-022-25476846/7/9
URL : www.vitasta.net
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