Lead - Wealth Operations (Maharashtra)

Lead - Wealth Operations (Maharashtra)

12 Sep
|
Nuvama Private
|
Maharashtra

12 Sep

Nuvama Private

Maharashtra

We are seeking an experienced candidates for Wealth Operations – Vice President to lead our Ultra HNI wealth operations team. The role requires a robust 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 strong 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 strong 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 (Maharashtra)
🏢 Nuvama Private
📍 Maharashtra

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