Operations Manager
Delhi – 12/07/2024
Job Title
Operations Manager
Job Location – Delhi
About the Company
Finogent Solutions LLP caters to the niche segment of affluent & HNWI investors and HNWI across the globe. The area of expertise is to offer customized portfolio management services and multi-office services that cover Global Wealth Management offerings. The firm has 4 specialised service offerings to cater to the specific needs of its clients. Finogent plays a crucial role in the Life Stage Planning & Corporate Advisory. Finogent is specialised in understanding & addressing specific needs of HNWI investors, which are specific to them; as mass affluent & retail investors have generic concerns as far as wealth management is concerned. Thus, we at Finogent enable client an access to the exotic and differentiated products to address their needs, and enable them to reach their financial goal.
POSITION SUMMARY:
The Operations Manager role is crucial for supporting the wealth management team. This position requires a combination of operational expertise, management skills, and attention to detail to ensure smooth and efficient operations. The Operations Manager will work closely with the wealth management team to assist in administrative tasks, improve processes, and manage client service needs. This role is essential for maintaining the high standards of service expected by our HNI clients.
PRE-REQUISITES:
Candidates should have prior experience in operations within the financial services industry, preferably in a wealth management or similar setup.
DUTIES and RESPONSIBILITIES:
Overseeing daily operations and ensuring compliance with company policies and regulations.
Coordinating with the wealth management team to streamline processes and enhance service delivery.
Assisting in the preparation and maintenance of client documentation and records.
Handling client inquiries and resolving service-related issues promptly.
Implementing and monitoring operational policies and procedures.
Managing and optimizing administrative workflows.
Coordinating with different departments to ensure seamless client service.
Preparing operational reports and presenting findings to senior management.
Assisting in organizing seminars, workshops, and other business development activities.
Ensuring all client interactions are documented and follow company guidelines.
Supporting the wealth management team in achieving product-wise targets and revenue goals.
Liaising with external vendors and service providers as necessary.
KEY SKILLS:
Strong organizational and multitasking abilities.
Excellent communication and interpersonal skills.
Proficiency in using MS Office (Excel, PowerPoint, Word).
Ability to manage time effectively and prioritize tasks.
Attention to detail and accuracy in executing tasks.
Knowledge of financial industry operations and regulations.
EDUCATION and EXPERIENCE:
Any Graduate / Post Graduate with relevant experience in operations within the financial services sector.
Prior experience in a similar role within a Wealth Management / BFSI / Financial Services setup is preferred.
Freshers with exceptional skills may also be considered.
KNOWLEDGE and SKILLS:
Understanding of the financial services industry and operational processes.
Excellent written and verbal communication skills.
Strong analytical and problem-solving abilities.
Ability to work independently and as part of a team.
Self-motivated with a proactive approach to work.
Industry:
Investment Management.
Salary:
As per Industry Standards.
