5 Pms Operations Jobs

Responsibilities: * Oversee financial reporting, mutual fund & PMS operations * Ensure compliance with regulatory standards * Manage insurance & family office functions * Collaborate on AIF operations * Prepare MIS reports

To ensure error free execution of financial transactions To handle escalated matters in co-ordination with related team members To co-ordinate with various teams to facilitate smooth operations To take care of regulatory related requirements Required Candidate profile Minimum 10-12 years’ experience in PMS back office In-depth knowledge of financial regulations and compliance Proven track record of managing operational teams

Position Overview: As a Manager - PMS Operations, is responsible for managing and streamlining operational processes in the Portfolio Management Services domain. This role ensures compliance, efficient handling of client accounts, and coordination between internal and external stakeholders for seamless service delivery. Key Responsibilities: 1. Operational Management Manage day-to-day operations related to Portfolio Management Services, including account opening, transaction processing, and reporting. Oversee reconciliation of portfolio transactions, ensuring accuracy and compliance with regulatory requirements. Monitor cash flows, fund transfers, and portfolio performance metrics for client accounts. 2. Client Servicing and Communication Act as a point of contact for the Client Service Team for providing response to account queries, reports, and statements. Provide monthly/ quarterly portfolio reports to the clients. 3. Compliance and Documentation Ensure all processes adhere to SEBI guidelines and other regulatory requirements are met. Manage documentation for onboarding, periodic reviews, and audits, ensuring compliance and accuracy. Maintain a strong focus on KYC norms and anti-money laundering (AML) policies. 4. Team Collaboration Work closely with the investment team, back-office operations, and custodians to ensure smooth execution of trades and portfolio strategies. Support the Manager in identifying and implementing process improvement initiatives. Train and mentor junior staff members to maintain operational excellence. 5. Reporting and Analytics Prepare and analyze reports related to portfolio performance, operations metrics, and client data. Present periodic MIS (Management Information System) reports to the senior management. Skills and Competencies Technical Skills: Knowledge of PMS processes, portfolio reporting tools, and financial software systems (e.g., Bloomberg, Reuters, or PMS-specific platforms). Analytical Skills: Strong aptitude for data analysis, reconciliation, and problem-solving. Interpersonal Skills: Excellent communication and relationship management skills. Regulatory Knowledge: Familiarity with SEBI regulations and compliance norms in the PMS domain. Detail Orientation: High focus on accuracy and attention to detail in processes and documentation.

Develop and implement revenue strategies, analyze trends, manage inventory, oversee reservations, and adjust pricing. Collaborate with sales, ensure guest satisfaction, and deliver forecasts and reports to optimize occupancy and maximize revenue.

Job Summary: We are seeking a dedicated and detail-oriented Asst. Operations Manager to manage the day-to-day operations related to our Portfolio Management Services (PMS) and Alternative Investment Fund (AIF) products. The ideal candidate will handle client onboarding, report updates, document follow-ups, and other essential tasks to ensure smooth operational functioning. Key Responsibilities: • Manage and streamline the process of onboarding new clients for PMS & AIF products, ensuring timely collection and verification of KYC documents and other required information. • Prepare and update client reports on a regular basis, ensuring accuracy and compliance with internal and regulatory guidelines. • Coordinate with clients and internal teams to follow up on pending documents, ensuring all necessary paperwork is completed and filed on time. • Maintain and update client records, transaction details, and documentation in internal systems. • Ensure that all operational tasks comply with the guidelines of SEBI and other regulatory bodies, assisting in compliance reporting. • Act as a point of contact for clients regarding operational queries, providing updates and resolving issues related to their PMS & AIF accounts. • Work closely with the finance, compliance, and customer service teams to ensure seamless service delivery. • Assist in streamlining operational processes and identifying areas for improvement to enhance efficiency. Qualifications & Skills: • Bachelors degree in Commerce, Finance, or related field (MBA preferred). • 3+ years of experience in financial services, preferably in PMS, AIF, or wealth management operations. • Strong proficiency in MS Office, especially MS Excel. • Excellent communication skills, both written and verbal. • Attention to detail and ability to manage multiple tasks. • Knowledge of SEBI regulations for PMS & AIF products is an advantage.