PMS-Operations Executive
1 week ago
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 Management
- Manage end-to-end account opening for PMS clients (Individual, HUF, Corporate, NRI, Trust)
- Coordinate with clients, RMs, and distributors for KYC/CML documentation
- Review forms for accuracy and regulatory compliance
- Liaise with custodians/brokers for account setup and strategy allocation
- Maintain onboarding trackers and share timely updates
Custody & Reconciliation
- Monitor daily broker/custodian feeds for trades and holdings
- Perform daily reconciliation of securities, funds, and corporate actions
- Resolve breaks/discrepancies and escalate as needed
- Ensure smooth trade settlements and fund flows
Operations & Reporting
- Process client transactions (top-up, withdrawal, strategy switch)
- Assist in preparing client reports, MIS, and regulatory submissions
- Work with compliance to ensure SEBI guidelines are followed
- Maintain SOPs and support process improvements
Requirements
- Education: Graduate or Postgraduate in Finance, Commerce, or related field
- Experience: 25 years in PMS, Mutual Funds, Custodian, or Broking back-office operations
- Strong understanding of account types: Individual, NRI, HUF, Trust, Corporate
- Proficiency in MS Excel; knowledge of portfolio/reporting software is a plus
- Strong communication skills, attention to detail, and ability to multitask
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