01Overview
Pratham Services Fincorp LLP is looking for an experienced Operations Manager to lead operational excellence across Wealth Management and Insurance Operations.
Key Responsibilities
Lead day-to-day operations, TAT, service quality and workflow governance.
Monitor Recent Business & Renewal pipelines, documentation, issuance, expiries and retention.
Ensure adherence to AMFI, SEBI, IRDAI and internal compliance requirements.
Own SOP governance, process reviews, data quality and operational audits.
Manage escalations, critical/high-value cases and ensure timely resolution.
Coordinate with insurers, AMCs, principals, technology partners and vendors.
Monitor operational dashboards, identify bottlenecks and drive process automation & improvements.
Lead team allocation, daily huddles, productivity reviews, performance management and training.
Work closely with Sales and Management to ensure seamless client servicing and business execution.
Ideal Candidate
5+ years of experience in Wealth Management / Mutual Funds / Insurance Operations.
Robust understanding of operations, compliance, TAT management and process governance.
Excellent team management, analytical, communication and problem-solving skills.
Ability to take ownership, manage escalations and drive continuous improvement.
Location: Mumbai Industry: Wealth Management / Financial Services
Role: Operations & Team Leadership
Compensation: 30,000.00 - 60,000.00 per month
Advantages
Cell phone reimbursement
Paid sick time
Paid time off
Work Location: In person .
