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[3 Days Left] Operations Manager
1 month ago
- The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and DMat holdings.- Execution of Funds Settlement of HNI & NRI clients.- To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips.- To process different types of requests of the client in the system, like freezing/un freezing and activation of the PMS clients & pass out to distributors.- Preparation of reports to be submitted to SEBI on needs basis.- Maintaining records and co-ordination with auditors for resolution of audit queries.- Providing priority services to clients by maintaining MIS reporting & returns on investments.
Job Requirement:
- MBA/PGDM – Finance.- Experience of minimum 3 to 4 years in PMS Operations is mandatory.- Must have knowledge of PMS regulation, KYC norms and mutual fund operations.- The candidate must have good communication & presentation skills.- Self-starter, proactive & target oriented behaviour will be appreciated.- NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification is mandatory.
