Job Title

Location: MumbaiExperience: CA with 3-4 years of relevant PMS/AIF experienceReports to: Head of OperationsRole OverviewWe are looking for an experienced Chartered Accountant to take on a role within our PMS & AIF Operations team. The Operations Excellence Manager will drive the end-to-end operational framework across client onboarding, service delivery, MIS governance, distributor payouts, operational compliance, cash-flow management, and process enhancement initiatives. The ideal candidate will be responsible for leading cross-functional teams, strengthening controls, driving efficiencies, and ensuring operational excellence aligned with regulatory and organizational standards.Key Responsibilities1. Mentorship- Mentor the operations team across onboarding, client servicing, MIS, and payouts. - Establish performance standards, allocate responsibilities, and oversee team development. - Drive a culture of ownership, accuracy, and continuous learning within the team.2. Client Onboarding Oversight- Provide strategic direction for the end-to-end onboarding framework for PMS & AIF clients. - Ensure that all regulatory documentation meets SEBI standards. - Resolve escalations and ensure a smooth experience for clients and distributors. - Liaise with sales, legal, custodians, fund accountants, and RTA for fast-tracked onboarding.3. Client Service Desk Leadership- Oversee the client service desk and ensure high service quality, efficient query resolution, and adherence to SLAs. - Implement service-level monitoring tools and strengthen escalation matrices. - Conduct periodic reviews and introduce service improvements where required.4. MIS Governance & Analytics- Lead MIS strategy, ensuring accuracy, timeliness, and completeness of operational reports. - Publish dashboards for AUM movement, onboarding status, reconciliation items, operational KPIs, and cash flows. - Support management with insights for decision-making and operational planning.5. Distributor / Channel Partner Payout Management- Oversee the entire commission payout process with strong checks and maker-checker controls. - Validate payout calculations, reconciliations, and ensure timely coordination with finance. - Improve payout processes, documentation, and partner communication.6. Operations Compliance & Regulatory Alignment- Ensure that all PMS/AIF operations comply with SEBI regulations and internal audit standards. - Lead operational audits, compliance reviews, investor grievance closure, and documentation checks. - Strengthen policies, SOPs, risk controls, and regulatory reporting processes.7. Cash Flow Control & Oversight- Monitor daily cash flows including client funding, redemption processing, deployment coordination, and bank reconciliations. - Ensure compliance with allocation norms and fund-level investment restrictions. - Coordinate with custodians and fund accounting teams on settlements and reconciliations.8. Process Excellence & Automation- Identify gaps in existing operational workflows and implement process improvements. - Introduce automation, digitization, and control enhancements across functions. - Drive periodic reviews of SOPs, checklists, and risk-control matrices.Skills & Competencies- 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 skillsQualifications- Chartered Accountant (CA) – Mandatory - 3-4 years of relevant experience in PMS/AIF operations - Experience in handling onboarding, operations compliance, fund ops, MIS, and payouts is essential