Delivery Head-Wealth Management and Brokerage  Job Title / Proposed Level : Delivery Head-Wealth Management and Brokerage  Business : BPO  Location : Pune  Shift Timings : UK/US  Educational Qualification : Any Graduate  Experience : 13-15 years  Primary Skills : Service Delivery/Operations, Client Management, Practice Management  Report into : BCM- Delivery Head  Desired Profile :   - Atleast 7-8 years of brokerage and wealth management operations experience out of a total experience of 13-15 years  - Strong understanding of regulations and industry trends in the area of wealth management and brokerage especially in the North America market  - Understanding of the retail investor, RIA and wirehouse advisor area and related products  - People Management should have led a team of minimum 100+ member team reporting to him / her directly (Own team) & done their performance appraisal etc.  - Past experience in running operations around advisor/retail investor on boarding, cash management, transfer of assets, reconciliation etc is essential  - Very strong experience in people and process management.  - Past experience in leading Process re-engineering & transformation within existing operations a plus.   - Past experience in front ending New business solutions (preferably Wealth Management) & client management is a must  Job Responsibilities :   - Set up the delivery practice around Wealth management/Brokerage   - Set up and lead a global delivery organization with strong domain understanding of the Wealth Management space   - Managing day to day operations, service level agreements & service delivery around wealth management and brokerage engagements   - Determine plan, scope & execute requirement.   - Implemented operations methodology and self assessment framework.   - To plan, schedule and manage the defined business services, delivering to agreed timescales, budget, acceptance criteria, quality criteria and contractual commitments.   - To ensure that the service delivery is being managed in accordance with the agreed processes and procedures with regard to. Service definition.   - Will support Sales function in Client RFP responses, Bid process and Solution formulation.   - To demonstrate a practical approach to continuous improvement of the processes which directly manage the delivery of services.   - To keep abreast of client developments which may have an impact on the business services provided   - To ensure all required controls are implemented, documented and monitored so as to ensure full audit compliance.   - Excellent analytical, communication and interpersonal skills   - Perform well across cross-functional teams.   Open to working in extended work environment

Pune

Delivery Head - Wealth Management & Brokerage - BPO 

Delivery Head - Wealth Management & Brokerage - BPO  ,Job Description for Delivery Head - Wealth Management & Brokerage - BPO  in Shalaka Management Services in  Pune for (13-17) years of experience. Apply Now!

Job Description for Delivery Head - Wealth Management & Brokerage - BPO  in Shalaka Management Services in  Pune for (13-17) years of experience. Apply Now!