Manager - PMS Operations

Required :- Only Male cadidateResponsibilities :-Client Servicing Serve clients by addressing and resolving their queries efficiently. Maintain excellent telephone and email etiquette in all client interactions.Onboarding Facilitate the onboarding process for AIF, PMS, mutual fund, and broking clients. Carrying out Know Your Customer (KYC) of resident / non...

Job descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Job...

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...

Portfolio Management Services (PMS) - Operations Job Profile 1. Role Overview A PMS Operations professional ensures smooth execution, compliance and reporting of client investments under PMS. The role is primarily back-office/mid-office, relationship with various teams by handling trade execution, settlements, reconciliations, regulatory compliance, client...

Role & ResponsibilitiesAs a PMS Compliance Manager at Stallion Asset, you will be responsible for ensuring complete adherence to SEBI PMS Regulations and other applicable laws. This role requires close collaboration with the Investment, Operations, and Sales teams to ensure regulatory compliance, timely filings, and robust internal processes. You will also...

Role: PMS Onboarding & ActivationLocation: Mumbai - BKCExperience: 2 - 5 YearsRole Overview:The role involves end-to-end management of PMS (Portfolio Management Services) client onboarding and account activation processes. The incumbent will be responsible for ensuring timely and accurate onboarding, seamless fund handling, compliance with regulatory and...

Role & responsibilities1. Client Relationship ManagementAct as the primary point of contact for clients for account opening, PMS operations, and service-related queries.Build and maintain strong client relationships by understanding their needs and providing customized solutions.Address and resolve client queries and issues promptly and professionally.2....

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 SettlementAccounting of Corporate Action viz. Dividend, Bonus, RightsBank Reconciliation /...

Role-PMS AIF Oerations Industry: Assest Managemnt CompanyPackage upto 45 lpaResponsibilities -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, settlements, and...

-Fund A/c & Price/NAV Updation -Bank & Demat Reconciliation-PMS Clients Trade Working-MF Redemption for Client-Broker Ledger Reconciliation-Performance Calculation-SEBI Reporting-MIS-Month/Year Closure entry-Audit handling-Client Queries Required Candidate profile• 7-8 yrs of relevant exp in PMS & AIF• Wealth Mngt exp preferred• MBA or BCom with good...