Leverage practical knowledge and experience in the operations of BFS segments such as PMS (Portfolio Management Services), Mutual Funds, AIF (Alternative Investment Funds), Wealth Management, and Offshore Funds.
Analyze, compare, and quickly interpret complex facts and figures to make sound judgments and provide actionable insights.
Lead and manage a team of at least 4-5 junior professionals, providing guidance, mentorship, and monitoring their daily deliverables.
Take responsibility for the quality and timely delivery of all engagements within the financial services practice.
Supervise engagements to ensure adherence to internal SOPs and methodologies, keeping them updated as necessary.
Define and manage appropriate Key Performance Indicators (KPIs) to ensure work delivery aligns with stakeholder agreements.
Strengthen the delivery capabilities of the practice by actively training and mentoring the team, ensuring adherence to professional practice requirements.
Develop and release alerts and thought leadership articles at regular intervals to contribute to industry insights.
Partner with Business Solutions resources to identify and implement process automation and efficiency-building initiatives.
Build and maintain strong business relationships, acting as a direct report to Partners as required.
Exercise accuracy and the ability to handle significant responsibility with limited supervision.
Possess strong business understanding, systems, and computer skills.
Be open to travel outstation for client engagements and business needs.
Background & Skills:
Proven working or audit experience in middle and back-office operations of Wealth Management Firms, Mutual Fund AMCs, AIF, Depository, or Capital Markets.
Thorough knowledge and understanding of investments and securities.
Must be abreast of the SEBI and RBI regulations applicable to the BFS segment (e.g., SEBI (Mutual Fund) Regulations, SEBI (Alternative Investment Funds) Regulations, RBI guidelines for financial services).
Proven supervisory abilities and substantial people management experience.
Ability to work independently in an autonomous work environment, demonstrating strong business judgment.
Excellent oral and written communication skills.
Well-developed interpersonal skills and professional maturity.
Strong work ethic and a collaborative work approach.
High attention to detail, accuracy, and quality.
Knowledge of Wealth Spectrum / Miles software would be preferable.
Core Competencies:
Service Orientation: Committed to meeting internal and external customers evolving, long-term needs.
Result Orientation: Directs efforts towards developing and implementing realistic action plans to meet business objectives with a sense of urgency.
Initiative: Proactively identifies challenges and works towards their resolution, seeking opportunities for process improvements.
Professionalism: Possesses in-depth functional knowledge, ethics, and integrity while conducting the job.
Cooperation: Ensures task completion and extends support to team members, displaying joint ownership towards achieving business objectives.
Communication/Feedback: Believes in providing and receiving feedback to enhance performance.
