PMS Operations Team Member

Mumbai - India

Monthly Salary: Not Disclosed

Posted on: 2 days ago

Vacancies: 1 Vacancy

Job Summary

#LI- PS1

Role- PMS Operations- Team Member

Skills- PMS Operations wealth spectrum fund management SEBI filings Custody and fees disbursement managed end to end pms operations update files trade placement and settlement

Experinece- 5-9 Years

Location- Prabhadevi Mumbai

Mode - Alternate saturdays off

Educational Qualification- CA MBA Graduate or Postgraduate in any discipline

Notice period- Immediate Joiner to 90 days

Email to -

Job Description

Design and implement end-to-end PMS operational processes in coordination with Fund Management Sales & Service and Custody teams.
Develop maintain monitor and periodically review operational processes to ensure smooth and efficient PMS operations.
Ensure seamless information flow to distributors and act as the primary point of contact for resolving operational and product-related queries from the sales team and their partners.
Operationalize strategic objectives into effective operational plans to support achievement of business goals.
Ensure implementation and ongoing compliance with all regulatory requirements including system and process development regulatory reporting SEBI filings and regulatory audits.
Drive continuous process improvement through the design and implementation of new systems and operational enhancements.
Manage internal audits and ensure adherence to group-level governance and compliance requirements.
Coordinate with the Sales team and other group departments for new product launches and related operational readiness

Desired Skillsets :

CA MBA Graduate or Postgraduate in any discipline.
Prior experience in PMS Operations or with organizations handling similar asset classes.
Strong interpersonal skills with excellent communication responsiveness and a collaborative approach.
Service-oriented mindset with a focus on effective stakeholder management.
Positive enthusiastic and solution-oriented attitude. Self-starter with high energy and initiative.

#LI- PS1 Role- PMS Operations- Team Member Skills- PMS Operations wealth spectrum fund management SEBI filings Custody and fees disbursement managed end to end pms operations update files trade placement and settlement Experinece- 5-9 Years Location- Prabhadevi Mumbai Mode - Alternate saturdays o...