Pms Operations Executive

4 days ago


Bengaluru Karnataka, India TotHR Solutions Full time

**1+ yrs of **experience in handling operations in a PMS firm/ Investment Management / Advisory Firm / Broking Firm / Custodi

**Education Qualifications**: Bachelor’s in Commerce/Finance/Business Administration/Economics or any related field
- Developing, implementing, monitoring, reviewing sound systems and processes for smooth functioning of the operations related to the PMS
- Managing PMS operations including trade settlement of equity and fixed income trades, valuation-related processes, client onboarding - account opening & reporting, bank account reconciliation, brokerage payments and other related functional areas.
- Ensuring compliance with all regulatory requirements with respect to operational aspects of PMS and filing timely reports with SEBI/ regulatory bodies
- Liaising and coordinating with the custodian/s, fund accountants, auditors, banks, exchanges and all relevant stakeholders to ensure seamless operations & execution of trades
- Enabling and performing timely transfers and reconciliations of the funds/client's books with that of various fund accounting & custody reports and taking appropriate action in case of any discrepancies.
- Serving as the primary point of contact for PMS clients, addressing their inquiries and resolving any operational issues in a timely and efficient manner.
- Work on process optimization and identify automation opportunities to enhance efficiency and scalability of PMS operations.
- Pioneer initiatives to streamline workflows, monitor and mitigate operational risks and improve service delivery levels.
- Support in Accounting, monitoring & payments of tax & filing of returns

**Qualifications And Skills**:

- Proven experience of about 2-5 years in portfolio management or investment operations.
- Knowledge of regulatory requirements and SEBI compliance standards with respect to operations /investment management.
- Strong understanding of capital markets, investment strategies, and portfolio analysis.
- Proficiency in financial software and tools for portfolio analysis and reporting.
- Good analytical, problem-solving, and decision-making skills.
- Exceptional communication, leadership, and relationship-building abilities.

Pay: Up to ₹450,000.00 per month

Work Location: In person


  • Data Executive

    4 days ago


    Bengaluru, Karnataka, India PMS Engineers Full time

    **Responsibilities**: The Data Reporting Executive is responsible for **gathering, analyzing, and reporting data to support business operations and strategic decision-making**. This role involves creating detailed reports, dashboards, and visualizations that provide insights into various aspects of the business. You'll design and implement efficient data...

  • Sap PM

    3 weeks ago


    Bengaluru, India Axiom Software Solutions Limited Full time

    Facilitate the incorporation and adoption of SAP PM in an enterprise • Conduct a thorough evaluation of the evolving parameters of the market model and include those • Relevant operating system solutions; define, analyze, authenticate and monitor client specifications • Company BluePrint Planning for PM • Facilitate seminars...


  • Bengaluru, Karnataka, India Capco Full time

    **Job Title: PM- Insurance** **About Us** "Capco, a Wipro company, is a global technology and management consulting firm. Awarded with **Consultancy of the year in the**British Bank Award** and has been ranked **Top 100 Best Companies for Women in India 2022 by**Avtar & Seramount**. With our presence across 32 cities across globe, we support 100+ clients...

  • Mss Change Ba

    2 days ago


    Bengaluru, Karnataka, India HSBC Full time

    -Job description **Business: Global Management** **Open positions**:1 **Role Title: MSS Change BA / PM** **Global Career Band: 4** **Location: Bangalore** **Recruiter Name**:Tanvi Mathur** **Why join us?** This role requires a strong hands-on BA/PM to work closely with the MSS IMM Models Programme Manager in supporting analysis, planning and...

  • Pm - Payments

    1 week ago


    Bengaluru, Karnataka, India CAPCO Full time

    **About Us** - “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with _**_Consultancy of the year in the British Bank Award_**_ and has been ranked _**_Top 100 Best Companies for Women in India 2022 by _**_Avtar & Seramount_**_. With our presence across 32 cities across globe, we support 100+ clients across banking,...

  • Frtb Ba/pm

    2 weeks ago


    Bengaluru, Karnataka, India CRISIL Full time

    At least 5+ years of work experience in Market Risk domain preferably with an investment bank/consulting firm. - Prior experience in FRTB implementation as Business analyst /PM would be preferred. - Perform gap analysis between BCBS/ US NPR and country specific FRTB rules (e.g., PRA Consultation Paper 16/22) and work with different teams for BRD creation....

  • Operations Associate

    2 weeks ago


    Bengaluru, Karnataka, India, Karnataka Yuma Energy Full time

    About YumaWe are an Energy-as-a-Service company on a mission to build a sustainable future where transportation is accessible, affordable, and carbon-free. Backed by mobility technology company Magna and India’s largest shared electric micro-mobility player, Yuma, we offer India’s largest Battery-as-a-Service (BaaS) platform for two-wheelers, helping...

  • Infra PM

    7 days ago


    Bengaluru, Karnataka, India Insightek Global Consulting Full time ₹ 5,00,000 - ₹ 20,00,000 per year

    Agile -Scrum masterMigration -Any database Sybase -MS SQLCommunication must be good.Stake holder management8 to 12 yearsJob Description :Mandatory Skills: Infra PMMinimum Experience: 8Maximum Experience: 15Location : BangaloreShifts : Rotational shiftsStrong background managing database migration or infrastructure execution projects.Proven experience in...

  • Laser Operator

    15 hours ago


    Bengaluru, Karnataka, India AtoZ virtual Full time

    We are hiring for the position of Mechanical Associate - Laser Operator Designation: Laser Opeartor Education: Diploma in Mechanical, ITI. Experience: Fresher or 1 yrs Skills: Basic AutoCad Knowledge required. Roles and Responsibilities: Nesting, Machine Manual Operating, Laser Machine Maintenance, Cut sheet Material, machine Technician. Working hours:...

  • Sales Co-ordinator

    1 week ago


    Bengaluru, Karnataka, India PMS Engineers Full time

    This job profile involves facilitating the Sales Process support that include: **Administrative Support**:like Assisting Sales Head / GM-Sales & Operations in day to day activities and other necessary processes. managing schedules, preparing various Sales Reports &/or MIS reports as per sales team & management requirement for decision making, processing...