Pms Operations

Job Title: Operations Manager – Portfolio Management Services (PMS)Location: MumbaiDepartment: OperationsExperience: 5–10 years (in PMS Operations)Role Overview:We are seeking an experienced and detail-oriented professional to join our Portfolio Management Services (PMS) team in Mumbai. The incumbent will play a critical role in overseeing and executing...

Role & responsibilitiesJob Description :• To oversee day-to-day PMS back-office functionalities• To ensure error free execution of financial transactions• To keep control on period reconciliations• To handhold the team wherever required• To handle escalated matters in co-ordination with related team members• To co-ordinate with various teams to...

Job Title: PMS & AIF Operations LeadRole SummaryLead end-to-end operations for PMS and AIF funds, ensuring accurate portfolio administration, investor servicing, regulatory compliance, and seamless coordination across internal and external stakeholders. This role requires strong ownership, process discipline, and hands-on execution.Key ResponsibilitiesFund...

Head 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...

**Job Overview**: **Key Responsibilities**: **Data Analysis and Reporting**: Collect, analyze, and interpret complex data sets from various sources within PMS operations. Generate accurate and insightful reports, dashboards, and presentations for internal stakeholders, providing a clear overview of operational performance, trends, and areas for...

Job 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...

Company DescriptionMoneybee Securities is operating a SEBI registered PMS since 2007.CAGR Returns of QueenBee5 years - 48%Since %Role DescriptionThe PMS Operations Executive will be responsible for the following tasksMonitoring day to day operationsAttending Client QueriesMonitoring & Validation of Month End Portfolio StatementQualificationsBBA, BMS-Finance,...

We are looking for a PMS Client Servicing & Operations Executive **(no sales targets) **to deal with HNI clients and hence need to be very professional in their approach, both spoken and written. The job role includes the following: 1. Explaining company services to the client. 2. Assist client in onboarding by completing the paperwork and KYC. Includes...

Job Description Assistant 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 - Operational...

POSITION:Senior Manager/ AVP - PMS OperationsReports to (Position):Vice President - PMS OperationsEducation BackgroundPost Graduate, GraduatePrincipal Accountabilities:PMS Domestic Operation:- Fund Accounting – PMS Operations viz. Subscription, Redemption & Trade Settlement- Accounting of Corporate Action viz. Dividend, Bonus, Rights-