
Pms Operations
1 week ago
At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.
**YOUR CHALLENGE**:
Responsible for all overall PMS back-office, Account opening, transaction execution, accounting, reconciliation, accounting activities, managing Audits and compliances and process efficiency/automation
**YOUR PROFILE**:
7 to 8 years of experience PMS back-office Account opening
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Manager - PMS Operations
4 weeks ago
Mumbai, India 4S Advisory Full timePosition Overview: As a Manager - PMS Operations, is responsible for managing and streamlining operational processes in the Portfolio Management Services domain. This role ensures compliance, efficient handling of client accounts, and coordination between internal and external stakeholders for seamless service delivery. Key Responsibilities: ...
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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...
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Urgent Head PMS Operations
1 week ago
Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time ₹ 20,00,000 - ₹ 25,00,000 per yearHead PMS Operations :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Head PMS Operations.8+ years of proven experience in PMS & AIF.We are looking for a highly experienced and detail-oriented Senior Manager – Operations (PMS & AIF) to lead and manage the end-to-end operations of our Portfolio Management Services...
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PMS-Operations Executive
4 weeks ago
Mumbai, India CareerFit Full timeJob Description: We are looking for a detail-oriented Operations Executive to manage client onboarding, reconciliation, custody operations, and reporting functions for our Portfolio Management Services. Key Responding: Client Onboarding & Account Management Manage end-to-end account opening for PMS clients (Individual, HUF, Corporate, NRI, Trust) Coordinate...
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PMS-Operations Executive
1 week ago
Mumbai, Maharashtra, India CareerFit Full time ₹ 15,00,000 - ₹ 30,00,000 per yearJob Description:We are looking for a detail-oriented Operations Executive to manage client onboarding, reconciliation, custody operations, and reporting functions for our Portfolio Management Services.Key Responding:Client Onboarding & Account ManagementManage end-to-end account opening for PMS clients (Individual, HUF, Corporate, NRI, Trust)Coordinate with...
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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,...
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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,...
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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,...
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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,...
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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,...