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 Current 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.

? Location: Mumbai ? Industry: Wealth Management / Financial Services

- ? Role: Operations & Team Leadership

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