PMS & AIF Team Lead
4 days ago
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, custodians, and fund managers for data collection and query resolution. Guide and review work performed by junior team members to ensure quality and accuracy. Assist partners in preparing final audit reports and client presentations. Identify process improvements to enhance audit efficiency and compliance accuracy.Required Skills & Competencies: Strong understanding of SEBI PMS & AIF regulatory framework. Proficiency in Excel, Power Query, and financial data analysis. Excellent communication, coordination, and time management skills. Ability to work independently and lead small teams in a dynamic environment.
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Head-PMS/AIF operations
4 weeks ago
New Delhi, India Saplings HR Full timeRole-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...
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Senior Manager-AIF
3 weeks ago
New Delhi, India Validus Fintech Services Pvt Ltd Full timeSenior Manager – AIF Operations Location: Hyderabad (Work from Office, 5 Days a Week) Experience: 7–10 YearsAbout Us: Validus FinTech is a new-age Digital Transfer Agent and Fund Administrator, redefining India’s investment ecosystem through technology, data, and AI. Our platform serves AIFs, PMS, and Mutual Funds with a modern, API-driven approach...
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Senior Manager-AIF
3 weeks ago
New Delhi, India Validus Fintech Services Pvt Ltd Full timeSenior Manager – AIF OperationsLocation: Hyderabad (Work from Office, 5 Days a Week)Experience: 7–10 YearsAbout Us:Validus FinTech is a new-age Digital Transfer Agent and Fund Administrator, redefining India’s investment ecosystem through technology, data, and AI. Our platform serves AIFs, PMS, and Mutual Funds with a modern, API-driven approach built...
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Compliance Officer
4 weeks ago
New Delhi, India SKS Enterpprises - Human Resource Planning and Management Full timeJob Title:Compliance Officer – AIF/PMS Location: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...
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Compliance Officer
3 weeks ago
New Delhi, India SKS Enterpprises - Human Resource Planning and Management Full timeJob 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...
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Delhi, NCR, India Premier Consultants Full time ₹ 15,00,000 - ₹ 25,00,000 per yearThis is regarding opening with a leading Pvt Bank as a AVP/VP Relationship Manager- Custody/AIF/PMSDesignation: AVP/VP Relationship Manager- Custody/AIF/PMSEducation: MBA/CAExperience: 5+ years of work experience in Sales or relationship management in custody backgroundLocation: DelhiJob Role:Custody Sales Expertise: Extensive experience in custody sales,...
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Rm-pms
23 hours ago
Barakhamba, Delhi, Delhi, India Veena Placement Services Full timeCompany: Asset Management Company (Mutual Fund) - **Job Specification**_ **Position Title**: Relationship Manager - PMS- IFA/RB **Department**: Retail Sales **Sub-Department**: PMS Business Development **Reporting Manager**: Zonal Head - Retail Sales and Distribution/ Head - PMS Business Development **Demographics Role TM**: - PMS Business...
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OMS Lead
3 weeks ago
New Delhi, India 360 ONE Wealth Full timeRole Overview: As a Lead Application Manager, you will serve as the key owner and SME for a suite of core financial applications, ensuring seamless functionality, stability, and enhancement across all platforms. You’ll work closely with business stakeholders, technology teams, and vendors to ensure systems are aligned with organizational objectives and...
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OMS Lead
4 weeks ago
New Delhi, India 360 ONE Wealth Full timeRole Overview:As a Lead Application Manager, you will serve as the key owner and SME for a suite of core financial applications, ensuring seamless functionality, stability, and enhancement across all platforms. You’ll work closely with business stakeholders, technology teams, and vendors to ensure systems are aligned with organizational objectives and...
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Relationship Manager-
1 day ago
Delhi, India Whatjobs IN C2 Full timeJOB DESCRIPTION Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors, focusing more upon Institutional sales. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in...