Company Description
Xpert Finance is a leading wealth advisory firm focused on serving High-Net-Worth Individuals (HNIs) and others. The firm specializes in Portfolio Management Services (PMS) and Alternative Investment Funds (AIF), offering innovative solutions that align Indian growth opportunities with global tax efficiency. Trusted by a client base of over 1000 , Xpert Finance is committed to developing customized, tax-optimized wealth structures to ensure sustainable financial growth and prosperity for its clients.
Role Description
This is a full-time on-site role for a Deputy Manager - Operations based in Ajmer. The Deputy Manager will oversee and streamline day-to-day operational activities to ensure efficiency and goal alignment. Responsibilities include managing internal processes, optimizing team performance, ensuring compliance with regulatory standards, and contributing to strategic initiatives. The role also requires crafting operational reports, identifying process improvements, and collaborating with various departments for seamless execution of client services.
Qualifications
- Strong operational and process management skills, including experience in supervising workflows and improving efficiency.
- Proficiency in compliance management, risk assessment, and adherence to regulations.
- Excellent organizational skills with the ability to multitask and prioritize in a dynamic environment.
- Strong problem-solving, analytical thinking, and decision-making capabilities.
- Proficiency in using analytical tools or CRM software relevant to operational roles.
- Outstanding written and verbal communication skills, with the ability to collaborate cross-functionally.
- Relevant prior experience in financial services, wealth advisory, or a related domain is an advantage.
- Bachelor's degree in Business Administration, Finance, or a related field; a Master's degree is preferred.
