Pms operations

5 days 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 Free access to Stellar's employee-only investment fund Role Description 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 Operational Excellence Oversee PMS fund operations: NAV reporting, digital KYC/AML, accurate fee processing, etc Handle client interactions, sales support, onboarding processes, and grievance resolution Governance, Legal, and Finance Coordination Coordinate closely with external CA, legal advisors, and internal stakeholders to uphold impeccable corporate governance Manage internal financial operations Preferred 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 tools Stellar Culture Fulfilment through the best work of our lives Pursuit of Excellence We are not a family; we are a high-performance sports team- and our sport is solving users' problems

  • PMS Operations

    4 weeks ago

    Mumbai, Maharashtra, 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...

  • Manager - PMS Operations

    3 weeks ago

    Mumbai, India 4S Advisory Full time

    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: ...

  • Manager - PMS Operations

    2 weeks ago

    Mumbai, Maharashtra, India 4S Advisory Full time US$ 9,00,000 - US$ 12,00,000 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...

  • Manager PMS Operations

    1 week 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

    3 days 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 Operations

    2 weeks 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...

  • Urgent Head Pms Operations

    4 weeks ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time

    Head PMS Operations : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Head PMS Operations.8+ years of proven experience in PMS & AIF.We are looking for a highly experienced and detail-oriented Senior Manager – Operations (PMS & AIF) to lead and manage the end-to-end operations of our Portfolio Management Services...

  • Urgent Head PMS Operations

    4 weeks ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time

    Head PMS Operations :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Head PMS Operations.8+ years of proven experience in PMS & AIF.We are looking for a highly experienced and detail-oriented Senior Manager – Operations (PMS & AIF) to lead and manage the end-to-end operations of our Portfolio Management Services...

  • Urgent Head PMS Operations

    4 weeks ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time

    Head PMS Operations : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Head PMS Operations. 8+ years of proven experience in PMS & AIF. We are looking for a highly experienced and detail-oriented Senior Manager – Operations (PMS & AIF) to lead and manage the end-to-end operations of our Portfolio Management...

  • Urgent Head PMS Operations

    5 days ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Head PMS Operations :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Head PMS Operations.8+ years of proven experience in PMS & AIF.We are looking for a highly experienced and detail-oriented Senior Manager – Operations (PMS & AIF) to lead and manage the end-to-end operations of our Portfolio Management Services...