Key Responsibilities
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Lead end-to-end Product Operations across all investment and protection
products, ensuring scalable, efficient, and customer-centric operating
models.
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Drive operational excellence through process standardization,
automation, workflow optimization, and continuous improvement
initiatives.
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Oversee operational governance for Mutual Funds, Equity & Stock
Broking, PMS, AIF, Insurance (Life & General), NPS, Fixed Deposits,
Bonds, IPOs, Digital Gold, and other investment products.
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Partner with Product, Technology, Sales, Compliance, Risk, Finance,
Customer Service, and external stakeholders to ensure seamless product
delivery and operational readiness.
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Ensure compliance with SEBI, AMFI, IRDAI, PFRDA, NSE, BSE, NSDL, CDSL,
RBI, and other applicable regulatory requirements, while driving timely
implementation of regulatory changes.
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Strengthen operational controls, governance frameworks, SOPs, risk
management practices, and audit readiness across all product operations.
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Build and manage strategic relationships with AMCs, RTAs, Exchanges,
Depositories, Insurance Companies, Banks, Payment Partners, and
Technology Vendors.
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Drive customer experience improvements by simplifying customer journeys,
improving transaction success rates, reducing turnaround times, and
enhancing digital self-service capabilities.
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Develop operational dashboards, MIS, KPIs, and governance reports to
monitor business performance and support data-driven decision-making.
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Build, mentor, and lead high-performing Product Operations teams while
fostering a culture of innovation, collaboration, accountability, and
continuous learning.
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Ensuring team meet within TAT and service delivery.
Key Skills
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Exchange operations (NSE/BSE)
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Depository operations (NSDL/CDSL)
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Mutual Fund operational workflows
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Insurance issuance and servicing
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NPS operations
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KYC/CKYC
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FATCA/CRS
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AML
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Jira / Confluence/ CRM
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Business Process Mapping