Sr Manager, Operations & Digital Transformation
Guardian Capital Investment Advisors · Hyderabad · onsite · Posted 30d ago
Undisclosed3–8 yrsfulltimeSourced from
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About this role
Job Summary
Key Responsibilities
Educational Qualification
Experience
Tools Technology
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Senior Manager Operations Digital Transformation
Location: Hyderabad
Experience: 25 Years
Employment Type: Full-Time | Work From Office 5 Days
Reports To: Operations Head
Bond: 3 Years
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
- Operations Team Management
- 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.
- Process Automation
- 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.
- Vendor Stakeholder Management
- 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.
- Reporting Business Insights
- 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.
Educational Qualification
- B.Tech / B.E. / B.Sc. in Computer Science or related field, with an MBA.
- NISM Mutual Funds Distributor certification is not mandatory; willingness to obtain it after joining is a plus.
Experience
- 25 years of experience in technology/automation consulting, business transformation, or general management.
- 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
- Microsoft Excel / Google Sheets
- Zoho
- Investwell
- MFU
- Process automation and workflow tools
- AI-assisted platforms
- Transaction tracking and reporting systems
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
AutomationdistributorAI Prompt EngineeringEsopAsset Managementdigital platformsbusiness insightsAutomatingbfsiClient OnboardingamcsBusiness TransformationDigital TransformationFinancial Planningdata analysisArtificial Intelligence
About Guardian Capital Investment Advisors
Guardian Capital Investment Advisors
30
employees
2016
10 years old
Hyderabad / Secunderabad, Telangana
India
About
Guardian Capital is an acclaimed Indian investment advisory firm offering tailored wealth management, financial planning, and taxation services for diverse client needs.
Industries
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