PMS & AIF Operations Lead

Job Title: PMS & AIF Operations Lead Education - Chartered Accountant (CA) – Mandatory Experience required - 1 Year Role Summary Lead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires...

Job Title: PMS & AIF Operations LeadRole SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong ownership, process discipline, and hands-on execution.Key ResponsibilitiesFund...

Job Title: PMS & AIF Operations LeadEducationChartered Accountant (CA) – Mandatory Experience required - 1 Year Role SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...

Job Title: PMS & AIF Operations LeadEducationChartered Accountant (CA) – Mandatory Experience required - 1 Year Role SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong...

Job Title: PMS & AIF Operations LeadRole SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong ownership, process discipline, and hands-on execution.Key ResponsibilitiesFund...

Required :- Only Male cadidateResponsibilities :-Client Servicing Serve clients by addressing and resolving their queries efficiently. Maintain excellent telephone and email etiquette in all client interactions.Onboarding Facilitate the onboarding process for AIF, PMS, mutual fund, and broking clients. Carrying out Know Your Customer (KYC) of resident / non...

**Job Title-** PMS/ AIF - Operations **Direct Reporting**: - VP - Operations **Designation**: - Executive/Sr. Executive **Department**: - Customer Service **Location**: - Mumbai, IB **PURPOSE OF THE ROLE**: - PMS/AIF - Client Servicing & Operation **KEY ACTIVITIES** - Handling Client Documentation as per checklist to ensure Smooth Onboarding of...

Role & responsibilitiesRole : Operation Manager -AIF PMSJob Summary:We're seeking an experienced Operations professional . You'll oversee daily operations, ensuring efficient and accurate processing of transactions, valuations, and reporting.Key Responsibilities:-Transaction Processing: Process transactions, including investments, divestments, and corporate...

Key Responsibilities:  Independently handle end-to-end audits and compliance reviews for PMS and AIF clients in line with SEBI regulations. Review client data, investment statements, and reconciliations of AUM, income, and expenses. Verify and certify monthly/quarterly regulatory reports and disclosure documents. Liaise with client teams,...

Key Responsibilities:  Independently handle end-to-end audits and compliance reviews for PMS and AIF clients in line with SEBI regulations.  Review client data, investment statements, and reconciliations of AUM, income, and expenses.  Verify and certify monthly/quarterly regulatory reports and disclosure documents.  Liaise with client teams,...