Operations Head - Finhaat Wealth India Private Limited (FWIPL)

Company Information 

Finhaat – a unique financial services distribution platform catering to the distinctive needs  of financially underserved population – the Emerging Indians. Our journey started with the  belief that all individuals should be equipped to manage their financial health with ease  and confidence. This will be possible only when they have an easy access to solutions  that are in line with their financial goals. 

Suraksha – Protection from Financial Shocks 

Suvidha – Easy access to curated financial services 

Samriddhi – Trusted Partner for overall financial prosperity

Finhaat has been created as a marketplace for financial services distribution that seeks to  connect the customer to the solution provider through an innovative financial service  distribution model.  

Finhaat gives the right individual with an environment of immense growth depending on  its capability and performance.

Role Summary:

The Operations Head of Finhaat Wealth India Private Limited will be responsible for building, nurturing and optimizing the ecosystem for operations across multiple asset classes with major focus on Mutual Funds. 

Key Responsibilities:

Operations Management:

• Complete ownership of operations across all products (current & ensuing)
• Formulating process notes to help operations executive navigate the flow across all MF related transactions, Queries, Exception handling, Escalations, Regulatory complaints etc.
• Foster strong relationships with external (RTAs, Exchanges, AMC, Payment Aggregators & others) and internal stakeholders (Sales, Product, Finance & Compliance) to ensure timely execution of tasks.
• Continually explore potential areas of improvisation to increase effectiveness & efficiency

Team Management:

• Recruit, coach, and mentor operations executive for handling day-to-day operations, monitoring, controls & reporting.
• Establish performance expectations and conduct regular performance reviews. 
• Cultivate strong people skills within the team to optimize query resolution.

Compliance: 

• Regulatory & Policy
• Ensure compliance with legal and regulatory requirements in all transactions across all products
• Ensure adherence to company policies, processes, and ethical standards.

Reporting & Analytics:

• Prepare and present regular reports on operations performance metric to senior management.
• Use data and analytics to drive decisions across process/systems 
• Monitor key performance indicators (KPIs) and implement corrective actions when necessary

Education / Experience

• MBA/Graduation
• Experience: At least 6-10 years of experience in Mutual Fund operations 
• Must have experience in managing teams.