Financial Planning Operations – Quality Assurance (Assistant Manager)
Forvis Mazars (company site, opens in a new tab)5+ yrsPuneHybridDirect career pageEst. 9–14 LPA
Posted 16h ago
Reach people at Forvis Mazars
People at this company you can reach
Log in to see who works here
Create a free account or log in to see the people at Forvis Mazars you could write to:
- Recruiters & HR
- People in this function
- Work addresses
Your match
Against your primary resume
Log in to see your match score
Create a free account or log in to unlock your CV match score across:
- Role fit
- Experience
- Industry relevance
Protocol Intelligence
How competitive this role is
Competition
Background fit
Strictness
Log in to see why each signal reads the way it does.
Job description
Structured overview of role & requirements
About This Role
- Manage and deliver the Financial Planning Quality Assurance program, ensuring high-quality output and reporting within agreed timelines.
- Lead Quality Control processes including ongoing and ad-hoc file checks, issue identification, analysis, remediation, and executive reporting.
- Directly manage and develop the Quality Assurance team, provide training, and support operations by participating in audits, root cause analysis, and process improvement initiatives.
Minimum Requirements
- Minimum 5 years of people management experience in operations within Financial Services sector.
- Strong understanding of asset & wealth management processes and operational risk management frameworks.
- Experience in quality assurance, risk mitigation, and handling audit readiness in Financial Planning operations.
- Location: Pune, India (hybrid work mode); Work Experience Required: 5+ years.
Ideal Candidate Profile
- Experienced operational manager with a strong background in quality assurance and risk frameworks in Financial Planning or Asset & Wealth Management.
- Comfortable managing teams and multiple priorities in a fast-paced, agile environment with a focus on proactive quality culture and risk identification.
- Capable of analytical thinking, effective communication, and delivering executive-level reports with hands-on involvement in quality control activities.