Operations Manager

Job Title: Operations Manager
Location: Gurugram (Sector 54)
Type: Full-time

Salary: ₹25,000 - ₹40,000/month + performance-based incentives

About Us

At Vserv Capital Services, established in 1999, we are dedicated to helping individuals achieve financial security through personalized, research-driven strategies. We are into Life Insurance, Mutual Fund Distribution, and other investment products. As a trusted Managing Partner of Tata AIA Life Insurance, we uphold excellence, reliability, and innovation in the financial planning industry. Join our team to make a meaningful impact while advancing your career in a supportive and growth-oriented environment.

What You'll Do

Take the lead as an Operations Executive/Manager and drive organizational excellence! In this role, youll oversee daily operations, optimize processes, and collaborate with stakeholders to deliver impactful results. Be the force that ensures efficiency, innovation, and success in a fast-paced setting.

Your responsibilities will include:

Operations Excellence

• Oversee daily operations and track key performance metrics to identify improvement areas.
• Maintain accurate records of operations and sales activities, generating regular reports for management.
• Collaborate with cross-functional teams to develop and implement efficient policies and procedures.
• Ensure compliance with all regulatory requirements and industry standards.

Leadership

• Analyse data, prepare reports, send them to various stakeholders, and discuss areas of concern and improvement.
• Facilitate the business login process.
• Conduct market research to identify customer needs, monitor industry trends, and refine sales strategies.
• Collect and analyze customer feedback to enhance sales efforts and improve satisfaction.

Strategic Development & Insights

• Analyze operational data to inform decision-making and boost performance.
• Lead process improvement initiatives to enhance efficiency and team productivity.
• Build strong relationships with advisors and stakeholders, providing motivation and support to ensure success.

What We’re Looking For

We’re seeking a results-driven professional who is passionate about operational and sales excellence. Ideal candidates will have:

• Education: Bachelor’s degree in Business Administration, Operations Management, or a related field.
• Experience: Proven expertise in operations management, preferably in the insurance or financial services industry.
• Technical Skills: Advanced proficiency in Excel (including formulas, functions, and pivot tables) and experience creating complex models and dashboards, coupled with the ability to prepare insightful presentations on PowerPoint.
• Soft Skills: Strong communication, interpersonal, and problem-solving abilities.
• Adaptability: Comfort in a fast-paced, dynamic work environment.
• Knowledge: Familiarity with relevant regulatory requirements and industry standards.

What’s In It for You

• Competitive salary and performance-based incentives.
• Opportunities for professional growth and development.
• A dynamic work environment where your contributions make a direct impact.
• The chance to work with a leading name in financial planning and life insurance