PMS Operations
4 days ago
Company DescriptionAt Stellar (https://stellarcapital.ai/), we're building AI-powered wealth management for modern Indians.Powered by advanced AI and institutional-grade quantitative research, Stellar Capital Management helps modern Indians achieve smooth net worth growth. The company focuses on true risk diversification that complements a holistic financial picture. Clients experience hyper-personalized investment management with unmatched transparency and convenience.Compensation Highlights- Top-of-market cash compensation - Free access to Stellar's employee-only investment fundRole DescriptionWe are recruiting for a versatile PMS Operations & Compliance Officer (Company Secretary):Compliance Ownership- Lead end-to-end compliance processes and liaisoning across SEBI, RoC, and other regulatory bodies, including for initial PMS license procurement - Proactively anticipate regulatory changes and adapt compliance processes ahead of formal announcements - Undertake the responsibilities of our designated company secretaryOperational Excellence- Oversee PMS fund operations: NAV reporting, digital KYC/AML, accurate fee processing, etc - Handle client interactions, sales support, onboarding processes, and grievance resolutionGovernance, Legal, and Finance Coordination- Coordinate closely with external CA, legal advisors, and internal stakeholders to uphold impeccable corporate governance - Manage internal financial operationsPreferred Background- Experience: 5+ years in compliance and operations for a SEBI-registered PMS, with a track record of successfully navigating regulatory audits - Education: Qualifications in CS (eligible to be the designated CS) - Versatility: Enthusiastic about proactively taking ownership of diverse responsibilities across compliance, operations, finance, and client interactions - Bonus: Zero-to-one experience at fintech startups and interest in staying fluent in modern AI toolsStellar CultureFulfilment through the best work of our livesPursuit of ExcellenceWe are not a family; we are a high-performance sports team- and our sport is solving users' problemsTalent DensityWe prefer to hire one AI-augmented superhuman over five average players- that's why we offer top-of-market compensation and free access to the employee-only fundRelentless InnovationDare to solve daunting problems with first principles thinking, multidisciplinary ingenuity, resourcefulness, and gritThe Fast and The CuriousThe speed of execution and improvement matters more than perfectionRadical CandorBeing kind is more important than being nice- say what people need to hear, not what you think they want to hear, and actively seek feedbackTruth Alone TriumphsChange your mind when the facts change, and don't fool yourself with vanity metrics (Delulu is not the solulu)Pride in CraftsmanshipWhat we build ends up building us- this is more than "just work"Fewer Rules RuleThrive in freedom by being self-motivated, taking ownership, and always acting in Stellar's best interestsContactShare your resume directly with us at join@stellarcapital.ai.
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PMS Operations
2 days ago
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Vessel PMS Manager
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Compliance Officer
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AVP Institutional Sales
6 days ago
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AVP Institutional Sales
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AVP Institutional Sales
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Delhi, India Yubi Markets Full timeAbout Yubi MarketYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore...
