Job Details
Work Level: Junior Leadership
Core: Creative
Leadership: Providing Direction
Role: N/A
Industry Type: Financial Services
Function: Financial Advisor
Key Skills: PMS,Team Management,Mutual Fund,CASA Relationship Manager
Education: PG/ Master
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Note: This is a requirement for one of the Workassist Hiring Partner
Role Description
This is a full-time role for a Regional Operations Manager at Workassist. The Regional Operations Manager will be responsible for overseeing and managing day-to-day operations in the Greater Kolkata Area. This role requires on-site presence and involves tasks such as coordinating and managing recruitment processes, ensuring operational efficiency, maintaining client relationships, and driving business growth in the region.
About the Role:
Is the interface between his/her team members, sales team, vendors and corporate office for completion of operational transactions within the defined compliance parameters & timelines. Role is to support the Zonal Head and Branch Ops Head for all key transactions.
KRA:
- Provide High Quality Customer Service and ensuring customer delight
- Takes care irate & high profile customers on one-on-one basis
- Service Queries to be resolved within TAT, critical query management & managing escalations as per the investor need
- Authorizing NRI letters, authorization of forced transactions, issuance of unit balance confirmation letters to investors
- Provide high Quality distributor servicing and meeting critical distributors for all the transactions
- Ensure that the distributors are aware on the Operations Processes
- Responsible for Vendor Management like meeting Banks & CAMS
- Monitor CAMS Branch for Service delivery as per our SLA
- Adherence to the code of conduct, statutory, compliance & internal audit requirement
- Ensure all the processed redemptions are paid out within the SEBI stipulated timelines
- Responsible for process Improvements and Cost Control by enhancing operating Efficiency
- Responsible for driving all the corporate Initiatives successfully
- Ensure that there is no Financial loss to the Organization on account of Transaction processing in the Zone
- Responsible for Cross selling of the products and retention of the customers
- Branch Visit and adherence to Standard operating procedures across branches
- Ensure error free and timely processing of the Transactions
- Responsible for managing the team with in-depth understanding of the training and developing needs as per their capabilities
- Analyzing the service requests received for the zone from Pivotal CRM
- Facilitating and providing solutions to exceptions within the gamut of regulatory framework
- Assessing the manning requirement of the zone and getting requisite approvals for the same
- Random check on data entry to avoid any miss/delays
- Provide Sales MIS to the zonal head/sales team as per their requirement
- Responsible for hr/admin/IT coordination where-ever the team representative is not present
- Driving PMS operations smoothly, along with completion of PMS Projects
- Providing OPS training to Sales person on regular basis and update about the new changes
- Handling Legal cases of the Zone, Co-ordinating with Advocate and Compliance team at CO
Qualifications
- Strong leadership and management skills
- Experience in operations management
- Excellent organizational and problem-solving abilities
- Ability to build and maintain effective relationships with clients
- Effective communication and interpersonal skills
- Proficient in using technology and software tools
- Knowledge of the recruitment industry is desirable
- Bachelor's degree in Business Administration or a related field
Company Description
Workassist is an online recruitment and employment solution provider based in India. We offer a platform that connects job seekers with relevant job opportunities across various industries and experience levels through e-recruitment. We work with more than 10,000+ recruiters in sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and legal to help them find talented individuals.
We have adapted to the new normal and aim to provide the best job seeking experience by assisting job seekers with the best opportunities and employers with the best talent from all over the world.
(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, don't hesitate to apply today. We are waiting for you!
