
Senior Operations Manager, FA
- India
- Permanent
- Full-time
- Strategically plan the forecast and roadmap for the business
- Provide clear direction, goals and optimizing resource allocation for processes / projects
- Assist the team to identify and eliminate roadblocks by partnering with global teams and technology teams.
- Provides coaching and training to team members as appropriate and according to the specific needs of the individual and the group.
- Hold sessions with the team to communicate any changes, issues, procedures changes
- Create a team culture where staff are customer focused and understand customer needs
- Assist manager in achieving targets including headcount and all variable operating costs within agreed budget for team
- Lead team leaders and team members in meeting daily operational SLA and KPI
- Review and process complex clients which needs review by senior leaders.
- Achievement of service standards and client specific requirements regarding quality assurance, daily reporting and end of month reporting Will be equivalent to 20% of total time in a day.
- Ensure the team provide accurate and complete information, solve problems and complete transactions in a professional and timely manner to agreed standards
- Detailed review of distributable income calculations for managed investment funds and liaising with external tax parties.
- Review of general and special purpose accounts for retail and wholesale managed investment funds.
- Guide Team leaders to set measurement system for the process
- Monitor and measure team and individual staff performance against agreed KPI's
- Provide regular feedback sessions (as specified in performance agreement) and performance improvement plans for team members who are not meeting agreed measures and standards
- Manage the performance of team members by coaching, providing regular feedback on performance, and completing performance management processes within agreed timeframes
- Manage team resources by ensuring availability and punctuality of team members
- Prepare data for monthly reports for clients and internal stakeholders
- Regularly review work practices/procedures to identify opportunities to improve quality and/or productivity
- Manage escalations and seek to resolve them to the satisfaction of the customer and client
- Monitor the work of team members to ensure that the team is compliant with legal, regulatory, policy and business requirements
- CA/CPA qualified would be added advantage.
- Working knowledge of Invest One application would be added advantage.
- Willingness to work in rotational shift starting at 4.30 am IST.
- All round grasp of accounting standards and taxation affecting the managed funds industry.
- Strong leadership skills and management skills
- Strong client services skills
- Strong project management skills
- Ability to work as a part of a team
- Problem solving, implementing practical solutions
- Ability to research and analyse legislative requirements and changes, update policy documents, checklists, templates, and procedures.
- Able to implement and complete project work both within teams and autonomously
- Able to co-ordinate conflicting deadlines
- Good communication skills both written and verbal
- Competent in Microsoft Office and ability to learn new software quickly