Pms Operation

6 days ago

Ahmedabad Gujarat, India Steptrade Share Services Private Limited Full time

**Job Summary**:
**Key Responsibilities**:

- Manage and streamline the process of onboarding new clients for PMS & AIF products, ensuring timely collection and verification of KYC documents and other required information.
- Prepare and update client reports on a regular basis, ensuring accuracy and compliance with internal and regulatory guidelines.
- Coordinate with clients and internal teams to follow up on pending documents, ensuring all necessary paperwork is completed and filed on time.
- Maintain and update client records, transaction details, and documentation in internal systems.
- Ensure that all operational tasks comply with the guidelines of SEBI and other regulatory bodies, assisting in compliance reporting.
- Act as a point of contact for clients regarding operational queries, providing updates and resolving issues related to their PMS & AIF accounts.
- Work closely with the finance, compliance, and customer service teams to ensure seamless service delivery.
- Assist in streamlining operational processes and identifying areas for improvement to enhance efficiency.

**Qualifications & Skills**:

- Bachelor’s degree in Commerce, Finance, or related field (MBA preferred).
- 3+ years of experience in financial services, preferably in PMS, AIF, or wealth management operations.
- Strong proficiency in MS Office, especially MS Excel.
- Excellent communication skills, both written and verbal.
- Attention to detail and ability to manage multiple tasks.
- Knowledge of SEBI regulations for PMS & AIF products is an advantage.

**Job Types**: Full-time, Permanent

Pay: ₹9,545.59 - ₹46,153.64 per month

Schedule:

- Day shift

Work Location: In person

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