Manager - Finance Operations - BFSI (2-3 yrs)

Finance operations manager

Key Responsibilities:

- Oversee daily operations for Insurance, Mutual Fund, and Equities services.

- Ensure smooth processing of client documentation, application processes, and policy updates.

- Manage and ensure timely execution of mutual fund transactions such as SIPs, redemptions, and switches.

- Lead, mentor, and supervise the back-office team, ensuring alignment with business objectives.

- Establish and monitor performance metrics for the operations team to ensure efficiency and accuracy.

- Continuously review and improve operational workflows to ensure efficiency and minimize errors.

- Implement automation and digitization strategies to streamline back-office processes.

- Ensure that all back-office processes comply with industry standards and regulatory requirements, including IRDAI, SEBI, and AMFI guidelines.

- Keep up-to-date with changes in regulations affecting Insurance, Mutual Funds, and Brokerage operations.

- Ensure proper documentation, audit trails, and risk management practices in place.

- Liaise with key clients and resolve any operational issues related to their insurance, mutual fund, or stock brokerage portfolios.

- Ensure timely and accurate reporting to clients, including portfolio statements, policy details, and investment summaries.

- Coordinate with brokers, fund houses, and insurance companies to ensure smooth operational processes.

- Analyze operational data to identify trends and areas for improvement.

Qualifications & Skills:

- Education: Bachelor's or Master's degree in Finance, Business Administration, or a related field.

- Experience: Minimum 2-3 years of experience in finance operations, with at least 1 year in a leadership role.

- Good knowledge of financial products, regulatory compliance, and back-office systems.

- Excellent leadership, communication, and problem-solving skills.

- Ability to handle large volumes of work and manage multiple priorities in a fast- paced environment.

- Detail-oriented with a focus on accuracy and process improvement.