Senior Manager, Operations & Digital Transformation
Indexed description
SENIOR MANAGER – OPERATIONS & DIGITAL TRANSFORMATION
Experience: 2–5 Years
Employment Type: Full-Time | Work From Office – 5 Days
Reports To: Operations Head
Bond: 3 Years
ABOUT GUARDIAN CAPITAL
Guardian Capital is an Elite Wealth and Asset Management firm offering Wealth Management, Financial Planning, Portfolio Advisory, and Taxation services. We work closely with clients and families to provide customised financial solutions built on trust, discretion, and long-term relationships.
As a growing financial services firm, Guardian Capital offers employees the opportunity to take ownership, work closely with senior leadership, and contribute directly to building scalable systems and processes.
ABOUT THE ROLE
We are looking for a Senior Manager – Operations & Digital Transformation who can manage a team while driving operational efficiency, process improvement, and automation.
The role will oversee key operations including client onboarding, transaction processing, AMC coordination, reporting, and query resolution. The ideal candidate will combine people-management skills with strong process thinking, attention to detail, risk awareness, and an automation mindset.
KEY RESPONSIBILITIES
• Manage, mentor, and develop the operations team.
• Set goals, review performance, and build team capability.
• Own overall operational performance across platforms such as MFU and Investwell.
• Oversee transaction processing, reporting, query resolution, and SLA adherence.
• Personally handle escalations, high-risk transactions, and documentation requiring accuracy.
• Identify manual, repetitive, and error-prone workflows.
• Improve and automate processes across onboarding, execution, reporting, and reconciliation.
• Drive adoption of Excel, Zoho, Investwell, AI-assisted workflows, and other digital tools.
• Develop SOPs that reduce manual dependency and improve scalability.
• Manage relationships with internal and external stakeholders.
• Coordinate with AMCs and resolve operational escalations.
• Manage service expectations and ensure timely resolution of queries.
• Support the evaluation and analysis of Mutual Funds, PMS, and other products.
• Ensure transactions and onboarding processes comply with applicable SEBI requirements.
• Build and maintain reporting infrastructure and dashboards.
• Manage monthly database updates, factsheets, and company reports.
• Analyse operational data and provide insights to support leadership decision-making.
KEY SKILLS & COMPETENCIES
• People & Team Management
• Stakeholder Management
• Process Improvement & Automation
• Business & Systems Thinking
• Risk Management
• Reporting & Data Analysis
• Integrity & Discretion
• Strong Excel / Google Sheets skills
• AI Prompt Engineering
• Ability to work with digital platforms and workflow tools
EDUCATIONAL QUALIFICATION
• NISM Mutual Funds Distributor certification is not mandatory; willingness to obtain it after joining is a plus.
EXPERIENCE
• Direct people-management experience is required.
• Prior experience in BFSI, Investment Advisory, or Asset Management is an advantage.
• Experience in redesigning, automating, or scaling processes will be a strong differentiator.
TOOLS & TECHNOLOGY
• Zoho
• Investwell
• MFU
• Process automation and workflow tools
• AI-assisted platforms
• Transaction tracking and reporting systems
WHY JOIN GUARDIAN CAPITAL?
• Opportunity to take ownership of an operating function.
• Exposure to wealth management, investment operations, automation, and business transformation.
• Opportunity to build and improve systems and processes from the ground up.
• ESOP opportunities for eligible employees.
LOCATION
Jubilee Hills, Hyderabad
To learn more, visit: www.gcia.in
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