Head-PMS/AIF operations

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...

Role-PMS AIF OerationsIndustry: Assest Managemnt CompanyPackage upto 45 lpaResponsibilities -Client Onboarding :Manage account opening, KYC verification, and regulatory compliance.Ensure proper documentation for clients as per SEBI and internal policies.Portfolio Administration:Oversee day-to-day PMS operations, including trade execution, settlements, and...

Head PMS Operations :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Head PMS Operations.8+ years of proven experience in PMS & AIF.We are looking for a highly experienced and detail-oriented Senior Manager – Operations (PMS & AIF) to lead and manage the end-to-end operations of our Portfolio Management Services...

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...

Lead end-to-end PMS and AIF operations, ensuring accurate & compliant execution across front, middle & back office functions. Role Focuses on operational efficiency, client reporting, reconciliation, regulatory compliance & systems (Wealth Spectrum) Required Candidate profile10-14 yrs of operations experience in (AMCs) with PMS and AIF operations .Hands-on...

Job Title: Compliance Officer – AIF/PMSLocation: Mumbai (Andheri)Experience Required: 6–7 yearsAbout the Role:We are looking for an experienced Compliance Officer to manage and oversee compliance for our Alternative Investment Fund (AIF) and Portfolio Management Services (PMS) business. The role involves ensuring adherence to SEBI regulations, internal...

-Fund A/c & Price/NAV Updation -Bank & Demat Reconciliation-PMS Clients Trade Working-MF Redemption for Client-Broker Ledger Reconciliation-Performance Calculation-SEBI Reporting-MIS-Month/Year Closure entry-Audit handling-Client Queries Required Candidate profile• 7-8 yrs of relevant exp in PMS & AIF• Wealth Mngt exp preferred• MBA or BCom with good...

Job Title: Head - PMS SalesLocation: MumbaiReports To: PromoterJob Summary:The Head - PMS Sales will be responsible for driving the sales of Portfolio Management Services (PMS) products through B2B channels, including Wealth Managers, Private Client Groups (PCG), Banks, and Independent Financial Advisors (IFAs). The role requires a strategic mindset, strong...

Hiring for AIF CAT II - operation managerExperience- 4 to 7 yearsBackground- Asset management company or Mutual FundSkills- Fund accounting, trade settlement, AIF, Nav calculationLocation- Prabhadevi, MumbaiEmail to-

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...