About Company:

The Employer is a boutique investment management firm, founded 7 years back.

The firm is founded by veterans having extensive experience in known institutional brokerage houses.

Their mission is to help clients create and protect their wealth in the best optimal manner through investing in equities.

They specialize in Indian equity investments for HNIs, Family Offices, Institutions, and Partners' own capital across different strategies, caps, and sectors.

Currently managing an AUM of more than INR 14000 Cr.

Role Overview:

As a Deputy Head of Ops, you will be responsible for driving the end-to-end operational framework across client onboarding, service delivery, MIS governance, distributor payouts, operational compliance, cash-flow management, and process enhancement initiatives.

You will lead cross-functional teams, strengthen controls, drive efficiencies, and ensure operational excellence aligned with regulatory and organizational standards.

Key Responsibilities:

- Mentor the operations team across onboarding, client servicing, MIS, and payouts.

- Establish performance standards, allocate responsibilities, and oversee team development.

- Provide strategic direction for the end-to-end onboarding framework for PMS & AIF clients.

- Ensure that all regulatory documentation meets SEBI standards.

- Oversee the client service desk and ensure high service quality, efficient query resolution, and adherence to SLAs.

- Lead MIS strategy, ensuring accuracy, timeliness, and completeness of operational reports.

- Oversee the entire commission payout process with strong checks and maker-checker controls.

- Ensure that all PMS/AIF operations comply with SEBI regulations and internal audit standards.

- Monitor daily cash flows including client funding, redemption processing, deployment coordination, and bank reconciliations.

- Identify gaps in existing operational workflows and implement process improvements.

Requirements:

- 8 - 10 years of experience; Chartered Accountant (CA) - Mandatory.

- Strong expertise in handling onboarding, operations compliance, fund ops, MIS, and payouts.

- Strong leadership and team management skills.

- Deep knowledge of PMS & AIF operations and SEBI regulatory framework.

- Process-driven, analytical, and detail-oriented mindset.

- Strong communication and stakeholder coordination.

- Expertise in MIS, reporting tools, and operational dashboards.

- Proven ability to drive automation and improve operating efficiency.

- High integrity, problem-solving capability, and decision-making skills.

Mandatory Requirement:

- Primary Job Profile: Fund Operations.

- Technical Skills: AIF, AMC Operations.