
Pms/ Aif
4 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
-
Compliance Officer
2 weeks ago
Mumbai, India SKS Enterpprises - Human Resource Planning and Management Full timeJob Title: Compliance Officer – AIF/PMS Location: Mumbai (Andheri) Experience Required: 6–7 years About the Role: We are looking for an experienced Compliance Officer to manage and oversee compliance for our Alternative Investment Fund (AIF) and Portfolio Management Services (PMS) business. The role involves ensuring adherence to SEBI regulations,...
-
Head-PMS/AIF operations
2 weeks ago
Mumbai, India Saplings HR Full timeRole-PMS AIF OerationsIndustry: Assest Managemnt CompanyPackage upto 45 lpaResponsibilities -Client Onboarding :Manage
-
Head-PMS/AIF operations
2 weeks ago
Mumbai, India Saplings HR Full timeRole-PMS AIF OerationsIndustry: Assest Managemnt CompanyPackage upto 45 lpaResponsibilities -Client Onboarding :Manage
-
Head-PMS/AIF operations
2 weeks ago
Mumbai, India Saplings HR Full timeRole-PMS AIF Oerations Industry: Assest Managemnt Company Package upto 45 lpa Responsibilities - Client Onboarding : Manage
-
Mumbai, India AccuraCap Full timeAbout AccuracapFounded in 2011, Accuracap is a boutique investment management firm. Backed by technology and data-driven strategies, we manage differentiated PMS and AIF products, with our flagship PMS strategy Picopower consistently ranking among the top 10 performing funds in India. We foster a culture of high ownership, an entrepreneurial spirit, and...
-
Head-PMS/AIF operations
1 week ago
Mumbai, India Saplings HR Full timeRole-PMS AIF Oerations Industry: Assest Managemnt Company Package upto 45 lpa Responsibilities - Client Onboarding : Manage account opening, KYC verification, and regulatory compliance. Ensure proper documentation for clients as per SEBI and internal policies. Portfolio Administration: Oversee day-to-day PMS operations, including trade execution,...
-
Head-PMS/AIF operations
1 week ago
Mumbai, India Saplings HR Full timeRole-PMS AIF Oerations Industry: Assest Managemnt Company Package upto 45 lpa Responsibilities - Client Onboarding : Manage account opening, KYC verification, and regulatory compliance. Ensure proper documentation for clients as per SEBI and internal policies. Portfolio Administration: Oversee day-to-day PMS operations, including trade execution,...
-
Head-PMS/AIF operations
1 week ago
Mumbai, India Saplings HR Full timeRole-PMS AIF Oerations Industry: Assest Managemnt Company Package upto 45 lpa Responsibilities - Client Onboarding : Manage account opening, KYC verification, and regulatory compliance. Ensure proper documentation for clients as per SEBI and internal policies. Portfolio Administration: Oversee day-to-day PMS operations, including trade execution,...
-
Head-PMS/AIF operations
1 week ago
Mumbai, India Saplings HR Full timeRole-PMS AIF Oerations Industry: Assest Managemnt Company Package upto 45 lpa Responsibilities - Client Onboarding : Manage account opening, KYC verification, and regulatory compliance. Ensure proper documentation for clients as per SEBI and internal policies. Portfolio Administration: Oversee day-to-day PMS operations, including trade execution,...
-
Head-PMS/AIF operations
2 weeks ago
Mumbai, India Saplings HR Full timeRole-PMS AIF Oerations Industry: Assest Managemnt Company Package upto 45 lpa Responsibilities - Client Onboarding : Manage account opening, KYC verification, and regulatory compliance. Ensure proper documentation for clients as per SEBI and internal policies. Portfolio Administration: Oversee day-to-day PMS operations, including trade execution,...