Manager- Wealth Management Operations

Job Description

Manager- Wealth Management Operations

Job Description: Incedo is looking for a candidate who will work actively with onsite counterparts and help build Incedo organizational capabilities in both wealth management and BO.The resource will work with senior members of the operations team, s/he will be expected to work independently. There will be considerable interaction with other roles and teams within the company, including sales and business development, RPA, Innovation Lab, etc.

Primary Skills:

Running the overall engagement and delivering on engagement SLAs
Direct interaction with the client; must be able to manage the client effectively.
Managing all aspects relating to the team training, performance management, motivation, and retention in conjunction with BPO leadership and HR
Continuous process improvement to reduce the number of errors/exceptions, improve handle time and bring in better workflow management and automation
Own SOP documentation across all in-scope processes
Tracking KPIs and SLAs on a daily/weekly/monthly basis and
Other duties and responsibilities as assigned
Key Skills: Wealth Management Operations
Desired Candidate Profile: At least 8 years experience in Operations. Must have led Ops teams and be familiar with all aspects of the global delivery model
Must have led delivery solutioning efforts for multiple engagements
Nice to have: has handled process transitions to offshore
Solid knowledge of US wealth management domain; at least 4 years of hands-on operations in this domain across multiple process areas
Advanced knowledge of Microsoft Office
Excellent communication, both verbal and written
Demonstrate a structured and methodical approach
Can-do attitude

Locations: Gurgaon
US: B1/ B2 (Must have)

Salary: INR 10,00,000 – 16,00,000 P.A.
Industry: BPO / Call Centre / ITES
Functional Area: ITES, BPO, KPO, LPO, Customer Service, Operations
Role Category: Operations
Role: Operations Manager
Employment Type: Permanent Job, Full Time

Sales, Operations, Business Development, Process Improvement, Global Delivery, Wealth Management Team, Training, Six Sigma Certified, International Travel Performance Management.