Role- PMS Operations- Team Member
Experience- 5 to 9 years
Location- Prabhadevi Mumbai
Skills- PMS, wealth management, wealth spectrum, end to end pms operations, update files,trade placement, month end activities, custody and fees disbursement
Educational Qualification- CA, MBA, graduate or postgraduate
Notice period- 0 to 90 days
Email to - [Confidential Information]
Job Description-
Key Responsibilities:
- 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.
- Ensure accuracy, integrity, and authenticity of operational data on a day-to-day basis.
- Manage vendor relationships to support operational efficiency and service delivery.
- Ensure timely regularization of all pending discrepancies within committed timelines and adherence to the Clean Desk Policy.
- Review existing processes and implement enhancements to improve efficiency and overall stakeholder experience.
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.
- Professional credibility with high standards of integrity. Resourceful with strong problem-solving capabilities.
- Effective listener who constructively challenges and responds positively to feedback.
- Clear, concise, and effective communicator. Ability to manage conflict and handle ambiguity
