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12 Finhaat Insurance Broking Jobs
Operations Head
Finhaat Insurance Broking
posted 8d ago
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Flexible timing
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Job Description
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Operations Head - Finhaat Wealth India Private Limited (FWIPL) Vikhroli, Mumbai
Company Information
Finhaat a unique financial services distribution platform catering to the distinctive needs of financially underserved population the Emerging Indians. Our journey started with the belief that all individuals should be equipped to manage their financial health with ease and confidence. This will be possible only when they have an easy access to solutions that are in line with their financial goals.
Suraksha Protection from Financial Shocks
Suvidha Easy access to curated financial services
Samriddhi Trusted Partner for overall financial prosperity
Finhaat has been created as a marketplace for financial services distribution that seeks to connect the customer to the solution provider through an innovative financial service distribution model.
Finhaat gives the right individual with an environment of immense growth depending on its capability and performance.
Role Summary:
The Operations Head of Finhaat Wealth India Private Limited will be responsible for building, nurturing and optimizing the ecosystem for operations across multiple asset classes with major focus on Mutual Funds.
Key Responsibilities:
Operations Management:
- Complete ownership of operations across all products (current ensuing)
- Formulating process notes to help operations executive navigate the flow across all MF related transactions, Queries, Exception handling, Escalations, Regulatory complaints etc.
- Foster strong relationships with external (RTAs, Exchanges, AMC, Payment Aggregators others) and internal stakeholders (Sales, Product, Finance Compliance) to ensure timely execution of tasks.
- Continually explore potential areas of improvisation to increase effectiveness efficiency
- Recruit, coach, and mentor operations executive for handling day-to-day operations, monitoring, controls reporting.
- Establish performance expectations and conduct regular performance reviews.
- Cultivate strong people skills within the team to optimize query resolution.
- Regulatory Policy
- Ensure compliance with legal and regulatory requirements in all transactions across all products
- Ensure adherence to company policies, processes, and ethical standards.
- Prepare and present regular reports on operations performance metric to senior management.
- Use data and analytics to drive decisions across process/systems
- Monitor key performance indicators (KPIs) and implement corrective actions when necessary
Education / Experience
- MBA/Graduation
- Experience: At least 6-10 years of experience in Mutual Fund operations
- Must have experience in managing teams.
Job Openings
Cluster Manager
Gujarat, Bangalore, Chennai
Institutional Sales
National Sales Head - Finhaat Wealth India Private Limited (FWIPL) Vikhroli, Mumbai
Relationship Manager Vikhroli, Mumbai
Retail General Insurance
Employment Type: Full Time, Permanent
Read full job description What people at Finhaat Insurance Broking are saying
What Finhaat Insurance Broking employees are saying about work life
based on 13 employees
Flexible timing
Alternate Saturday off
No travel
Day Shift
Finhaat Insurance Broking Benefits
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