Head-PMS/AIF 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 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...

Role & responsibilitiesRole : Operation Manager -AIF PMSJob Summary:We're seeking an experienced Operations professional . You'll oversee daily operations, ensuring efficient and accurate processing of transactions, valuations, and reporting.Key Responsibilities:-Transaction Processing: Process transactions, including investments, divestments, and corporate...

Fund Accounting for AIF/PMS/RIA/IPOPosition – Fund Administration - Investment BankingRequired Skills: AIF/ PMS/ Mutual Fund/ Private Equity.Qualification: CA/MBAExperience: 4 to 5YrsSalary as per Industry standardsJob Description:-Manage end to end Fund Accounting Operations for Alternative Investment Funds (AIF), Cat II & III.SPOC for NAV Operations,...

Handling Client Documentation as per checklist to ensure smooth onboarding of AIF/PMS as well asDistributorsEnsuring compliance with SEBI Regulations while onboarding new clientsCo-ordination with the sales RM for obtaining proper documentation from the investorCo-ordinating with Custodians to open Demat accountReplying to Investor queries• Sending various...

Job Title: Head - PMS SalesLocation: MumbaiReports To: PromoterJob Summary:The Head - PMS Sales will be responsible for driving the sales of Portfolio Management Services (PMS) products through B2B channels, including Wealth Managers, Private Client Groups (PCG), Banks, and Independent Financial Advisors (IFAs). The role requires a strategic mindset, strong...

Role: AIF OperationsLocation: Mumbai - BKCExperience: 2 - 5 YearsRole Overview:This role involves end-to-end operational management of Alternative Investment Funds (AIF), including client onboarding, fund flow tracking, investor servicing, reporting, and regulatory compliance. The candidate will be responsible for ensuring timely execution of transactions,...

Role OverviewTheHead of Sales & Distributionwill spearhead sales and distribution strategy forin-house investment products (PMS, AIF, Quant Strategies)andexternal third-party productsacross multiple wealth segments. This is a leadership role, pivotal to scaling presence and building long-term client partnerships across HNIs, Family Offices, and...

Company: Choice Wealth Private LimitedLocation: MumbaiReporting To: CEOExperience: 15+ years in Wealth/Financial Services OperationsAbout the Company:Choice Group is an End-To-End financial services conglomerate, encapsulating the entire range; we have come a long way. Each passing year we keep widening our service portfolio to keep pace with technological...

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...