
Pms/ Aif
6 days ago
**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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