Company Description
Pratham Services Fincorp LLP is a wealth management firm with over 35 years of experience supporting more than 300 families in aligning their finances with their needs, goals, and emotions. The firm emphasizes the importance of coaching and mentoring, helping clients make informed financial decisions and avoid common pitfalls. Pratham Services Fincorp LLP positions itself as a behind-the-scenes partner, providing guidance that enables clients to achieve sustainable financial success. The culture values openness to learning, collaboration, and long-term relationships in the financial world.

Pratham Services Fincorp LLP
is looking for an experienced
Operations Manager
to lead operational excellence across Wealth Management and Insurance Operations.

Key Responsibilities
- Lead day-to-day operations,
TAT, service quality and workflow governance
.
- Monitor
Recent Business & Renewal pipelines
, documentation, issuance, expiries and retention.
- Ensure adherence to
AMFI, SEBI, IRDAI and internal compliance requirements
.
- Own
SOP governance, process reviews,



data quality and operational audits
.
- Manage escalations, critical/high-value cases and ensure timely resolution.
- Coordinate with
insurers, AMCs, principals, technology partners and vendors
.
- Monitor operational dashboards, identify bottlenecks and drive
process automation & improvements
.
- Lead team allocation, daily huddles, productivity reviews, performance management and training.
- Work closely with
Sales and Management
to ensure seamless client servicing and business execution.

Ideal Candidate
- 5+ years of experience
in Wealth Management / Mutual Funds / Insurance Operations.
- Strong understanding of
operations, compliance, TAT management and process governance
.
- Excellent
team management, analytical, communication and problem-solving skills
.
- Ability to take ownership, manage escalations and drive continuous improvement.

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Location:
Mumbai

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Industry:
Wealth Management / Fina

📌 Investments and Insurance Operations Manager (Mumbai)
🏢 Pratham Services Fincorp
📍 Mumbai