Head PMS Operations

1 week ago

Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 12,00,000 - ₹ 24,00,000 per year

Role & responsibilities

Job 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 facilitate smooth operational workflows


• To take care of regulatory related requirements


• To pro-actively take charge of debit balance clearance


• To ensure no excess fund transfers to the investors


• To share period MIS with management giving overview of back-office activities


• To hand good control to ensure ZERO execution errors


• To ensure compliance with regulatory and legal requirements.


• To ensure regulatory reports are thoroughly verified & submitted within the timelines


• To have pro-active approach


• To take ownership & responsibilities, prepare order files and double check before placing the

orders


• To monitor and improve operational efficiency and accuracy


• To prepare and review financial and operational reports


• To handle client inquiries and resolve operational issues promptly


• To implement and manage operational controls and procedures


• To oversee documentation and record-keeping for all transactions


• To provide training and support to junior team members

Qualification :


• Bachelors degree in finance, Business Administration, or related field.


• Minimum 10+years' experience in PMS back office


• In-depth knowledge of financial regulations and compliance


• Proven track record of managing operational teams


• Excellent communication and organizational skills


• Strong analytical and problem-solving abilities

Skills :


• PMS Operations


• Regulatory Compliance


• Financial Analysis


• Operational Efficiency


• Team Management


• Client Relationship Management


• Microsoft Office


• Well versed with Wealth Spectrum software & it's functionalities

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