We are seeking an experienced candidates for Wealth Operations – Vice President to lead our Ultra HNI wealth operations team. The role requires a strong knowledge of wealth products specifically AIF and PMS, experience in managing operations, should be a client-first mindset, and driving operational excellence.

Key Responsibilities
Responsible and accountable for performance of 5+ operations team
Lead end-to-end operations including transaction processing, capital calls, drawdowns, distributions, redemptions, portfolio updations, timely and accurate release of client statements.
Drive operational excellence through process standardization, automation, digitization, and solid risk & control practices.
Partner with Technology, Compliance, Banks, and other stakeholders to deliver seamless client service
Monitor service levels, operational metrics, audits, and regulatory reporting to ensure high-quality execution.




Manage business escalations and implement continuous process improvements to enhance the client experience
Drive strategic initiatives focused on scalability, productivity
Foster collaboration, accountability, and continuous learning across teams

Requirements
Proven track record of experience in Wealth Management operations or AMC operations with solid experience in AIF, PMS products.
Experience of managing team size of 6-7 member team
Strong knowledge of AIF/PMS operations, capital markets, SEBI regulations
Proven experience in driving automation, process improvement
Excellent stakeholder management, leadership, communication, and problem-solving skills
Client first mindset to drive operational efficiencies

📌 Lead - Wealth Operations (Mumbai)
🏢 Nuvama Private
📍 Mumbai