
Portfolio Operations Specialist
2 days ago
This role involves managing the customer service and operations function to ensure timely resolution of queries, discrepancies, and other requirements from clients. The ideal candidate will possess excellent communication skills and be able to effectively use CRM systems to track transactions and generate reports.
Responsibilities- Manage end-to-end onboarding, customer service, and operation activities involving document preparation, form dispatch, and coordination with various teams.
- Act as a liaison between offshore teams and business development departments to facilitate smooth communication and issue resolution.
- Ensure timely resolution of client queries, discrepancies, and other requirements within defined timelines.
- Coordinate with concerned departments for critical and complex requirements, escalations, and audit processes.
- Maintain uniformity in service delivery standards and provide support to clients through various channels.
- Monitor and report on pending documents, waivers granted, and follow-up activities to ensure seamless transaction processing.
- Qualification: Any Graduate degree with a strong academic record.
- Experience: Minimum 3-5 years of relevant experience in Portfolio Management Services (PMS) AMC setup.
- System orientation, process improvement, and regulatory knowledge in BFSI space.
Possess thorough knowledge of critical documentation, latest developments, and regulatory requirements in the financial services industry.
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Senior Cloud Portfolio Manager
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