PMS Operations
9 hours ago
Job Title: Operations Manager – PMS OperationsDepartment: OperationsLocation: Mumbai4–8 years of experience in PMS / Investment Operations / Capital Market Operations.Role Summary:Responsible for managing end-to-end PMS operational activities including client servicing, fundaccounting coordination, distributor management, compliance documentation, fee processing, MISmaintenance, and corporate action handling. Ensures timely execution, accuracy, and regulatorycompliance.Key Responsibilities:- Manage client servicing and support post–account opening queries.- Coordinate with custody and fund accounting teams for operational matters.- Handle distributor coordination, agreements, documentation, and commission calculations.- Process client payouts, performance fees, and quarterly/closure fee settlements.- Maintain MIS reports, transaction data, and audit records.- Ensure completion of compliance requirements (KRA, Aadhaar, income proof, nominee updates,Code of Conduct).- Maintain research report logs, grey list records, and employee trade approval tracking.- Oversee corporate action processing and resolve trade-related issues.- Verify end-of-day operational files and monitor pool account balances daily.Requirements:- Graduate/Postgraduate in Finance, Commerce, Accounting, or relevant field.- 4–8 years of experience in PMS / Investment Operations / Capital Market Operations.- Strong Excel, data handling, and MIS reporting skills.- Strong communication, coordination, and problem-solving abilities.- Detail-oriented with ability to manage time-bound tasks and escalations.
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PMS Operations
24 hours ago
Mumbai, India Thema Corporate Services Full timeJob Title: Operations Manager – PMS Operations Department: Operations Location: Mumbai 4–8 years of experience in PMS / Investment Operations / Capital Market Operations. Role Summary: Responsible for managing end-to-end PMS operational activities including client servicing, fund accounting coordination, distributor management, compliance documentation,...
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PMS Operations
1 day ago
Mumbai, India Thema Corporate Services Full timeJob Title: Operations Manager – PMS OperationsDepartment: OperationsLocation: Mumbai4–8 years of experience in PMS / Investment Operations / Capital Market Operations.Role Summary:Responsible for managing end-to-end PMS operational activities including client servicing, fundaccounting coordination, distributor management, compliance documentation, fee...
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PMS Operations
14 hours ago
Mumbai, India Thema Corporate Services Full timeJob Title: Operations Manager – PMS OperationsDepartment: OperationsLocation: Mumbai 4–8 years of experience in PMS / Investment Operations / Capital Market Operations.Role Summary:Responsible for managing end-to-end PMS operational activities including client servicing, fundaccounting coordination, distributor management, compliance documentation, fee...
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PMS Operations
12 hours ago
mumbai, India Thema Corporate Services Full timeJob Title: Operations Manager – PMS OperationsDepartment: OperationsLocation: Mumbai4–8 years of experience in PMS / Investment Operations / Capital Market Operations.Role Summary:Responsible for managing end-to-end PMS operational activities including client servicing, fundaccounting coordination, distributor management, compliance documentation, fee...
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PMS Operations
16 hours ago
Mumbai, India Thema Corporate Services Full timeJob Title: Operations Manager – PMS OperationsDepartment: OperationsLocation: Mumbai 4–8 years of experience in PMS / Investment Operations / Capital Market Operations.Role Summary:Responsible for managing end-to-end PMS operational activities including client servicing, fundaccounting coordination, distributor management, compliance documentation, fee...
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PMS Operations
11 hours ago
Mumbai, India Thema Corporate Services Full timeJob Title: Operations Manager – PMS Operations Department: Operations Location: Mumbai 4–8 years of experience in PMS / Investment Operations / Capital Market Operations. Role Summary: Responsible for managing end-to-end PMS operational activities including client servicing, fund accounting coordination, distributor management, compliance documentation,...
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PMS Operations
16 hours ago
Mumbai, India Thema Corporate Services Full timeJob Title: Operations Manager – PMS Operations Department: Operations Location: Mumbai 4–8 years of experience in PMS / Investment Operations / Capital Market Operations. Role Summary: Responsible for managing end-to-end PMS operational activities including client servicing, fund accounting coordination, distributor management, compliance documentation,...
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PMS Operations
9 hours ago
Mumbai, India Thema Corporate Services Full timeJob Title: Operations Manager – PMS Operations Department: Operations Location: Mumbai 4–8 years of experience in PMS / Investment Operations / Capital Market Operations. Role Summary: Responsible for managing end-to-end PMS operational activities including client servicing, fund accounting coordination, distributor management, compliance documentation,...
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PMS Operations Lead
12 hours ago
mumbai, India beBeeOperations Full timePMS Operations Management OpportunityJob Summary:The PMS Operations Manager will be responsible for overseeing the end-to-end operational activities of our PMS business, including client servicing, fund accounting coordination, distributor management, compliance documentation, fee processing, MIS maintenance, and corporate action handling.Manage client...
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Head- PMS Operations
1 week ago
Mumbai, India Weekday AI Full timeThis role is for one of the Weekday's clients Salary range: Rs 3000000 - Rs 4500000 (ie INR 30-45 LPA) Min Experience: 12 years Location: Mumbai JobType: full-time The role involves leading end-to-end Portfolio Management Services (PMS) operations, ensuring seamless client onboarding, robust compliance, accurate portfolio administration, and operational...
