Assistant Head of Operations

Position: Assistant Head of Operations

Organization: Dilzer Consultants (P) Ltd

Purpose of the Job:

The Assistant Head of Operations is responsible for ensuring seamless operational efficiency, driving business growth, and maintaining high standards of discipline and accountability within the team. This role requires a combination of technical expertise, leadership, and strategic oversight to support the Head of Operations / CEO in achieving organizational goals. The Assistant Head of Operations will oversee financial planning processes, team performance, and operational workflows to ensure excellence in service delivery and business outcomes.

Key Result Areas (KRAs):

1. Operational Efficiency:
• Streamline onboarding processes for clients and employees.
• Ensure smooth functioning of team tools and tech support.
2. Business Growth & Tracking:
• Monitor prospect conversion, business potential, and meeting cadence.
• Maintain accurate updates in Zoho CRM and Trello.
3. Team Leadership & Development:
• Drive team performance through clear communication and accountability.
• Oversee hiring, onboarding, and training of new employees.
4. Financial Plan Execution:
• Ensure timely and accurate preparation, review, and delivery of financial plans.
• Track goal reviews, action plans, and forecasting.
5. Compliance & Reporting:
• Ensure adherence to company policies and regulatory requirements.
• Maintain records of meetings, forecasts, and progress updates.

Key Deliverables:

1. Monthly Financial Plan Status Reports
2. Goal Review/Financial Plan Completion Metrics
3. Business Growth and Prospect Conversion Reports
4. Team Performance Metrics (Meeting Cadence, GR Meeting Percentage, etc.)
5. Onboarding Process Improvements and Documentation
6. Accurate Updates in Zoho CRM, Trello, and Other Tools
7. Quarterly Team Development Plans and Training Modules

Mandatory Educational Qualifications and Skillsets:

• Educational Qualifications:
• Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
• Certification in Financial Planning (e.g., CFP, NISM, or equivalent).
• Skillsets:
• Strong understanding of financial planning, estate planning, and tax planning.
• Proficiency in Zoho CRM, Trello, Excel, and other financial tools.
• Excellent analytical, problem-solving, and decision-making skills.
• Advanced knowledge of direct equity, insurance, and forecasting.

Desirable Certifications, Qualifications, and Additional Experience:

• Certifications:
• Advanced certifications like NISM VA or MBA in Finance.
• Certification in estate planning or tax advisory.
• Experience:
• Minimum 5-7 years of experience in financial planning or operations, with at least 2 years in a leadership role.
• Proven track record of managing teams and driving operational efficiency.

Key Competencies Required for Success in This Role:

Functional Competencies:

1. Financial Planning Expertise:
• In-depth knowledge of financial planning, goal setting, and risk management.
• Ability to review and approve financial plans with accuracy.
2. Operational Management:
• Proficiency in tracking business metrics and ensuring compliance with processes.
• Ability to simplify and improve workflows for efficiency.
3. Technical Proficiency:
• Advanced skills in Zoho CRM, Trello, Excel, and other financial tools.
• Ability to provide tech support and troubleshoot issues for the team.
4. Business Acumen:
• Strong understanding of business growth strategies and prospect conversion.
• Ability to forecast and track business potential effectively.

Behavioural Competencies:

1. Leadership & Discipline:
• Set an example of punctuality, responsibility, and work ethics.
• Address underperformance decisively and maintain high standards.
2. Communication & Accountability:
• Clear, assertive, and transparent communication with the team.
• Enforce deadlines and hold team members accountable.
3. Problem-Solving & Decision-Making:
• Proactively identify issues and implement solutions without delay.
• Make informed and firm decisions to drive results.
4. Motivation & Team Development:
• Motivate the team to achieve targets while maintaining quality.
• Foster a performance-driven culture with clear rewards and consequences.
5. Time Management & Delegation:
• Delegate tasks based on performance metrics, not personal preferences.
• Enforce strict deadlines and eliminate inefficiencies.

Roles and Responsibilities:

Technical Roles and Responsibilities:

1. Financial Plan Management:
• Monitor the status of financial plans, goal reviews, and action plans.
• Ensure accuracy in direct equity, insurance sheets, and forecast sheets.
2. Business Tracking & Growth:
• Track prospect conversion, business potential, and meeting cadence.
• Maintain accurate updates in Zoho CRM and Trello.
3. Operational Efficiency:
• Simplify and improve the onboarding process for clients and employees.
• Provide tech support for team tools and ensure smooth operations.
4. Team Development:
• Oversee the hiring and onboarding of new planners.
• Conduct quizzes, discussions, and internal meetings for team development.

Soft Skill Roles and Responsibilities:

1. Clear & Assertive Communication:
• Deliver precise instructions and maintain transparency in expectations.
• Ensure timely reporting and status updates without delays.
2. Strong Leadership & Discipline:
• Set an example of punctuality, responsibility, and work ethics.
• Address underperformance immediately with corrective actions.
3. Motivation & Accountability:
• Push the team to achieve targets without compromising quality.
• Recognize good performance but do not tolerate complacency.
4. Decisive Problem-Solving:
• Identify issues proactively and implement immediate solutions.
• Make informed, firm decisions without unnecessary delays.
5. Efficient Task Delegation:
• Assign work based on performance metrics, not personal preferences.
• Enforce deadlines strictly and prevent inefficiency.

This job description serves as an agreement between the employee and the organization, outlining the expectations, responsibilities, and competencies required for the role of Assistant Head of Operations. By signing this document, the employee acknowledges their understanding and commitment to fulfilling these responsibilities to the highest standard.

Those interested in this profile and JD Please send your CVs to careers@dilzer.net