Lead - Wealth Operations (Mumbai)

Lead - Wealth Operations (Mumbai)

13 Sep
|
Nuvama Private
|
Mumbai

13 Sep

Nuvama Private

Mumbai

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




- Manage business escalations and implement continuous process improvements to enhance the client experiencen
- Drive strategic initiatives focused on scalability, productivityn
- Foster collaboration, accountability, and continuous learning across teamsn

nRequirements
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- n
- Proven track record of experience in Wealth Management operations or AMC operations with strong experience in AIF, PMS products.n
- Experience of managing team size of 6-7 member teamn
- Robust knowledge of AIF/PMS operations, capital markets, SEBI regulationsn
- Proven experience in driving automation, process improvementn
- Excellent stakeholder management, leadership, communication, and problem-solving skillsn
- Client first mindset to drive operational efficienciesn

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

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