
Wealth - Manager Operations--- Pune
- Navi Mumbai, Maharashtra
- Permanent
- Full-time
- Ensuring both operational & financial KPIs achieved Partner with multiple teams to ensure smooth functioning
- Manage and develop the operational client relationships by conducting (where appropriate) operational client review meetings and day to day ops liaison within key workstream
- Identify, highlight and consult on further automation, optimization and process improvement opportunities
- Execute a well-defined Communication and Engagement model in place to ensure their teams understand the performance of our business and that they understand the needs of the teams
- Ensure focused engagement program for people in place and implemented
- Responsible for customer satisfaction
- Ensure identification and mitigation of risks within process, people and technology
- Develop, implement, and maintain quality assurance protocols
- Lead, motivate, and support a large team within a time-sensitive and demanding environment, including setup and implementation of career development plans for all direct reports and problem resolution
- Manage multiple COEs to derive operational excellence
- Partner with cross-functional support teams to improvise the proprietary tools and systems
- Work closely with compliance departments to ensure that all processes are compliant
- Lead/manage ongoing transitions with adherence to transition tollgates
- Responsible for Business continuity
- Work experience of 15+ years
- In-depth knowledge of US Retirement process and products
- Highly results-oriented with ability to work under strict deadlines, meet deadlines, and maintain focus
- Should possess strong networking skills
- Strong managerial, planning, organizational, decision-making, interpersonal, analytical, and lateral thinking skills.
- Good analytical and quantitative skills; excellent organizational skills for tasks, work environment and documentation
- Excellent communications skills
- Should be self-starter, self-motivator, proactive & target oriented
- Should possess strong networking skills
- Should have good knowledge in MS office applications
- Makes decisions within guidelines, balancing risk and service needs, seeking assistance from manager as necessary
- Should be flexible to work in evening/night shifts and must extend when business required
- Knowledge on SLA/Attrition/Quality
- Hands-on transition and project management experience in a global environment
- Retirements/Wealth experience in the US market is a must
Manzoor Ahmed Ambar
Human Resource Team Lead
InstaTalent Recruit LLP - Recruitment and Training Services
Mobile number - +91-9682182401.Office Address - Plot No D-107, D-Block, Sector-2,
Noida, Uttar Pradesh, India, Pin Code 201301Website - https://www.instatalentrecruit.com/
LinkedIn - https://www.linkedin.com/company/instatalent-recruit-llp/QualificationsGraduateAdditional InformationGood communication skill.