Surat
Full-Time
Mid-Level: 4 to 6 years

About the Job

Skills

Back Office Operations
Team Leadership
Interpersonal Communication
Microsoft Office
Mutual Funds
Operations Management
Reporting

Objective of Role:

To oversee, support and supervise Quality Control Team and ensure the steady flow

of completing daily work by the Team Members, to coordinate and ensure timely

completion of requests. Responsible for creating subject matter expertise and

appropriate backups required across the processes. Ensure quality assurance on

critical functions and ensure that risk mitigation is in place. Be up to date with regard

to the AMC/KYC firm wide standards and guide the team accordingly. Maintain

productivity standards and focus on providing best in class customer service.

To build effective relationships with Internal clients as well as AMCs

People manager: Learn to updates laws & provisions, & compliances with good

team building of Wealth Management rules & Laws

Operations partners

Data Providers , Data Content Owners, Data consumers, Data modelers


Preferred Skills and Experience:

Graduates with a minimum of 9 years’ experience in a bank, financial services,

wealth management, compliance, risk

Management or other service sector environment OR Qualified professionals

(e.g. CA, ICWA, and MBA) with 5 yrs relevant experience in a Client Service,

Operations Sales, Portfolio Management or Implementation function

Excellent coaching skills. Good delegation skills.

Excellent organization and prioritization skills in a high pressure, competing priority work environment

Strong control and quality management skills; accuracy and attention to detail is

vital. Assertive and self- confident.













About the company

Haardik Nayak Financial Product Distribution Pvt. Limited (previously known as Haardik Nayak Wealth Management Pvt. Limited) are into Financial Product (Investment, Insurance & Real Estate) Distribution Since 1994 with core vision of Customer 1st approach and providing quality services to clients at their satisfaction level and build their wealth. The core strength of the company is Advisory Servi ...Show More

Industry

Financial Services

Company Size

11-50 Employees

Headquarter

India

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