Head- PMS Operations

1 week ago

Mumbai, India Weekday AI Full time

This 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 excellence. Requirements Key Responsibilities Client Onboarding - Oversee the complete client onboarding process, including account opening, KYC verification, and regulatory compliance. - Ensure all client documentation is accurate and aligned with SEBI guidelines and internal policies. Portfolio Administration - Manage day-to-day PMS operations such as trade execution, settlements, and reconciliation activities. - Monitor corporate actions including dividends, bonuses, splits, and rights issues. - Ensure timely and accurate unit allocation, NAV calculation, and portfolio updates. Compliance & Regulatory Reporting - Ensure strict adherence to SEBI regulations and internal compliance frameworks. - Prepare and submit periodic reports to regulators, auditors, custodians, and internal stakeholders. - Conduct regular internal checks to minimize operational, regulatory, and compliance risks. Data & Reporting - Generate portfolio performance reports, transaction statements, and MIS dashboards for management and clients. - Provide data-driven insights and analytical support to fund managers for decision-making. Risk & Process Management - Implement process enhancements to improve operational efficiency and reduce errors. - Identify, assess, and mitigate operational risks across PMS workflows. - Lead internal and external audits, ensuring timely closure of observations. Skills - Portfolio Management Services (PMS) operations - Client onboarding & documentation - Back-office operations & reconciliation

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