Pms/ Aif

4 days ago

Mumbai Maharashtra, India Veena Placement Services Full time

**Job Title-** PMS/ AIF - Operations

**Direct Reporting**:

- VP - Operations

**Designation**:

- Executive/Sr. Executive

**Department**:

- Customer Service

**Location**:

- Mumbai, IB

**PURPOSE OF THE ROLE**:

- PMS/AIF - Client Servicing & Operation

**KEY ACTIVITIES**
- Handling Client Documentation as per checklist to ensure Smooth Onboarding of AIF/PMS
- Ensuring compliance with SEBI Regulations while onboarding new clients
- Co-ordination with the sales RM for obtaining proper documentation from the investor
- Good command over written and verbal communication
- Proficient in Ms Excel and Ms PowerPoint presentations, MS Word etc.
- Co-ordinating with Custodians to open Demat account
- Basic knowledge of KYC/KRA & World check
- Replying to Investor queries
- Sending various communication to Clients / Investors/Distributors
- Co-ordinating with R & T agent
- Knowledge of PMLA rules & FATCA, CRS

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

Pay: ₹400,000.00 - ₹600,000.00 per year

**Benefits**:

- Health insurance
- Paid sick time
- Provident Fund

Schedule:

- Day shift
- Morning shift

Supplemental Pay:

- Yearly bonus

**Experience**:

- total work: 2 years (preferred)

Work Location: In person

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