AIF PMS- Customer Service

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...

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,...

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...

Job Title: Compliance Officer – AIF/PMSLocation: Mumbai (Andheri)Experience Required: 6–7 yearsAbout the Role:We are looking for an experienced Compliance Officer to manage and oversee compliance for our Alternative Investment Fund (AIF) and Portfolio Management Services (PMS) business. The role involves ensuring adherence to SEBI regulations, internal...

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...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.Responsible for developing and implementing investment services and products strategies, driving business growth, and ensuring...

JOB DESCRIPTIONPosition title: Executive - Customer Service (Off Role)Location: Corporate Office, MumbaiDepartment: PMS & AIFPurpose of the Job: Ensure all clients investing with RPMS have a seamless experience in service.Key responsibilities:Invoice ProcessingInvestor Onboarding KYC documents Distributor relationship management Handle all customer &...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.Responsible for developing and implementing investment services and products strategies, driving business growth, and ensuring...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together. Responsible for developing and implementing investment services and products strategies, driving business growth, and ensuring...