Pms operations

1 week ago

Mumbai, India Stellar Capital Management Full time

Company Description At Stellar ( 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 We are recruiting for a versatile PMS Operations & Compliance Officer (Company Secretary): Compliance Ownership Lead end-to-end compliance processes and liaisoning across SEBI, Ro C, 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 secretary Oversee PMS fund operations: NAV reporting, digital KYC/AML, accurate fee processing, etc Governance, Legal, and Finance Coordination Coordinate closely with external CA, legal advisors, and internal stakeholders to uphold impeccable corporate governance Manage internal financial operations Experience: 5+ years in compliance and operations for a SEBI-registered PMS, with a track record of successfully navigating regulatory audits 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 tools we are a high-performance sports team- and our sport is solving users' problems #Talent Density We 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 fund #What we build ends up building us- this is more than "just work"#

  • PMS Operations

    6 days ago

    Mumbai Metropolitan Region, India CREST Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title: Operations Manager – Portfolio Management Services (PMS)Location: MumbaiDepartment: OperationsExperience: 5–10 years (in PMS Operations)Role Overview:We are seeking an experienced and detail-oriented professional to join our Portfolio Management Services (PMS) team in Mumbai. The incumbent will play a critical role in overseeing and executing...

  • Manager - PMS Operations

    2 days ago

    Mumbai, Maharashtra, India 4S Advisory's Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Position Overview: As a Manager - PMS Operations, is responsible for managing and streamlining operational processes in the Portfolio Management Services domain. This role ensures compliance, efficient handling of client accounts, and coordination between internal and external stakeholders for seamless service delivery. Key Responsibilities: Operational...

  • Senior Operations Manager

    2 days ago

    Mumbai, Maharashtra, India AIF & Pms Experts Full time

    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...

  • Manager PMS Operations

    8 hours ago

    Mumbai, Maharashtra, India HSBC Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Job...

  • Pms Operations

    2 weeks ago

    Mumbai, India Julius Baer Full time

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. **YOUR CHALLENGE**: Responsible for all overall PMS back-office, Account opening, transaction execution, accounting,...

  • Pms/ Aif

    1 week ago

    Mumbai, Maharashtra, India Veena Placement Services Full time

    **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...

  • PMS Operations

    2 days ago

    Mumbai Metropolitan Region, India Kotak Mutual Fund Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Key Performance Area: -PMS support Coordinator- Responsible for Liasoning with Backoffice, Product Team & Fund Manager for timely delivery order execution and PMS data Insights.Responsibilities and Duties:Internal Business Process: Report Generation & Data Management• Creating performance analysis and fundamental reports.• Collaborating with Product and...

  • Head-PMS/AIF operations

    2 weeks ago

    Mumbai, India Saplings HR Full time

    Role-PMS AIF Oerations Industry: Assest Managemnt Company Package upto 45 lpa Responsibilities - 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,...

  • Head-PMS/AIF operations

    2 weeks ago

    Mumbai, India Saplings HR Full time

    Role-PMS AIF Oerations Industry: Assest Managemnt Company Package upto 45 lpa Responsibilities - 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,...

  • Head-PMS/AIF operations

    2 weeks ago

    Mumbai, India Saplings HR Full time

    Role-PMS AIF Oerations Industry: Assest Managemnt Company Package upto 45 lpa Responsibilities - 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,...