02 Oct
|
Guardian Capital Investment Advisors
|
Hyderabad
02 Oct
Guardian Capital Investment Advisors
Hyderabad
SENIOR MANAGER – OPERATIONS & DIGITAL TRANSFORMATION
Location: Jubilee Hills, Hyderabad
Experience: 2–5 Years
Employment Type: Full-Time | Work From Office – 5 Days
Reports To: Operations Head
Bond: 3 Years
ABOUT GUARDIAN CAPITAL
Guardian Capital is an Elite Wealth and Asset Management firm offering Wealth Management, Financial Planning, Portfolio Advisory, and Taxation services. We work closely with clients and families to provide customised financial solutions built on trust, discretion, and long-term relationships.
As a growing financial services firm, Guardian Capital offers employees the chance to take ownership, work closely with senior leadership, and contribute directly to building scalable systems and processes.
ABOUT THE ROLE
We are looking for a Senior Manager – Operations & Digital Transformation who can manage a team while driving operational efficiency, process improvement, and automation.
The role will oversee key operations including client onboarding, transaction processing, AMC coordination, reporting, and query resolution.
The ideal candidate will combine people-management skills with strong process thinking, attention to detail, risk awareness, and an automation mindset.
KEY RESPONSIBILITIES
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Operations & Team Management
• Manage, mentor, and develop the operations team.
• Set goals, review performance, and build team capability.
• Own overall operational performance across platforms such as MFU and Investwell.
• Oversee transaction processing, reporting, query resolution, and SLA adherence.
• Personally handle escalations, high-risk transactions, and documentation requiring accuracy.
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Process & Automation
• Identify manual, repetitive, and error-prone workflows.
• Improve and automate processes across onboarding, execution, reporting, and reconciliation.
• Drive adoption of Excel, Zoho, Investwell, AI-assisted workflows, and other digital tools.
• Develop SOPs that reduce manual dependency and improve scalability.
📌 Senior Manager, Operations (Hyderabad)
🏢 Guardian Capital Investment Advisors
📍 Hyderabad