Branch Manager

Job Summary:

The Operations & Brand Head leads end-to-end operational excellence while building, positioning, and managing the company’s brand across investor, partner, and regulatory ecosystems. This role ensures regulatory-compliant operations, efficient investment-product processes, strong risk controls, and a unified brand presence that supports business growth across MF, PMS, and AIF verticals.

Key Responsibilities:

Operational Leadership

• Oversee complete operations for Mutual Fund, PMS, and AIF products.
• Ensure accurate NAV calculation, fund accounting, settlements, reconciliations.
• Manage registrar & transfer agents, custodians, trustees, fund accountants, brokers.
• Drive operational automation—STP, workflow digitization, data integration.
• Lead KYC, onboarding, investor servicing, reporting, and transaction processing.
• Build robust MIS dashboards for Management & Investment Team.
• Work closely with CIO, CXO leadership, and sales teams to support AUM growth.
• Identify operational efficiencies and cost-optimization opportunities.  

Compliance & Risk Management

• Ensure alignment with SEBI regulations across MF/PMS/AIF.
• Oversee audits, inspections, and regulatory filings (e.g., PPM, financials, AUM reports).
• Strengthen internal controls, operational risk frameworks, and data security.
• Implement policies for product documentation, disclosure standards, and governance.

Key Skills & Experience:

• 5 –10 years’ experience in MF / PMS / AIF operations, compliance, or product roles.
• Strong understanding of SEBI regulations for all three product categories.
• Comfortable working with investment teams, clients, distributors, and regulators.
• Sharp understanding of financial markets, products, and investor behaviour.
• Expertise in operations tech systems, RTA platforms, CRM, and analytics tools.
• Excellent stakeholder management, problem-solving, and leadership skills.

Qualification & Experience:

Graduate / Postgraduate in Finance, Commerce, Business Administration, or related field.

Compensation:Competitive salary + performance-based incentives.

Opportunity for career growth in investment advisory and wealth management.

Interested Candidates can share their updated CV at careers@pawealth.in