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.
Solid 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

Pay: ₹30,000.00 - ₹60,000.00 per month

Perks:
Cell phone reimbursement
Paid sick time
Paid time off

Work Location: In person

📌 Operations Manager – Wealth Management Mumbai
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