17 Aif Operations Jobs

Role & responsibilities Co-ordination & Communication with Branches on Processes/Queries/complaints Handling Escalation and QTS from branches Providing regular reports to R & T agents Maintain & Report TAT on queries Co-ordinate with Compliance & Banking channels to ensure smooth flow of business operations Responsible to lead Distributor Services Team Co-ordination with accounts on timely release of brokerage Take charge of managing special brokerage payments Responsible for handling & resolving queries as the 1st level of escalation Analysis and preparation of MIS & Reports Ensuring that SLAs are met Preferred candidate profile

The Investor Relations Manager will be responsible for building and maintaining strong relationships with existing and potential investors. You will work closely with the executive team to manage communications, provide regular updates, and ensure investor satisfaction and retention. You will also assist in fundraising activities and ensure transparency and trust are at the core of all investor interactions. Roles & Responsibilities: Investor Communication & Relationship Management: Act as the primary point of contact for existing and prospective investors. Provide timely updates and reports on investment performance, portfolio health, and key Business developments: Address investor inquiries and concerns, ensuring transparency and trust. Onboarding & Engagement: Assist in onboarding new investors, including documentation, platform orientation, and Compliance checks. Organize investor briefings, webinars, and Q&A sessions to enhance engagement and trust. Reporting & Compliance: Collaborate with finance and legal teams to ensure accurate and compliant reporting. Maintain updated investor records and ensure alignment with regulatory requirements (e.g., SEBI, RERA). Fundraising & Strategy Support: Support fundraising campaigns by pitching to HNIs, family offices, and institutional investors. Prepare investor decks, pitch books, and market research reports. Track market trends and investor sentiment to refine outreach strategy. Marketing & Brand Building: Collaborate with marketing to create investor-focused content such as newsletters, blogs, and whitepapers. Represent the brand at investor events, summits, and networking forums. Required Skills & Qualifications: Bachelor's degree in Business, Finance, Real Estate, or related field (MBA preferred). 5+ years of experience in investor relations, wealth management, or real estate investment. Excellent communication and interpersonal skills. Strong analytical and presentation skills. Knowledge of real estate markets and financial instruments. Proficiency in CRM tools and investor platforms. Preferred Traits: Startup or proptech experience. Network of HNI or institutional investors. Passion for democratizing real estate. Location & Work shifts: • Location: Prabhadevi, Mumbai • Working hours: 10am-7pm • Working days: Monday-Friday, 1st & 3rd Saturday would be working Contact us to apply: • Email: talent@buildcapital.in • For more details, DM us at: 8828813334 • Visit our website: www.buildcapital.in

The investor servicing & operations assistant position based in Mumbai offers an opportunity to work in a proactive and organized role providing administrative and operational support. The ideal candidate should possess strong communication skills, be detail-oriented, and able to work independently while maintaining a professional demeanor. This full-time position is suited for experienced candidates with 2-5 years of relevant experience. Key Responsibilities: - Email Management: Draft, review, and send professional emails to investors ensuring clear communication. - Scheduling & Coordination: Efficiently manage calendars, schedule meetings, and coordinate appointments. - Documentation & Reporting: Maintain records, update spreadsheets, and prepare reports as needed. - Client Interaction: Act as a point of contact for clients, maintaining friendly and professional relationships. - Administrative Support: Handle miscellaneous tasks to ensure smooth daily operations. - AIF Compliance: Assist with AIF compliance tasks & filings. - AIF Operations: Support AIF operations & regulatory filings, handle secretarial matters of AIF IM Board related matters, Demat of AIF units. Qualifications & Skills: - Strong command of English for professional communication. - Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook). - Well-organized, detail-oriented, and capable of multitasking. - Ability to work independently with minimal supervision. - Friendly, warm, and professional demeanor when dealing with clients and stakeholders. Preferred Qualifications: Prior experience in executive assistance, operations, administration, or customer support is preferred. Experienced and competitive candidates may be considered for a competitive salary. After an initial period of three months, some flexibility to work from home may be provided.,

Job Title: Compliance Officer Location: Hyderabad Role Summary: We are looking for an experienced Compliance Officer to ensure adherence to regulatory requirements. The ideal candidate will have a deep understanding of IFSC (International Financial Services Centre) regulations, RBI, SEBI, PFRDA, and IFSCA guidelines. Key Responsibilities: 1. Regulatory Compliance: In-depth knowledge of GIFT City / IFSC Regulations and PFRDA guidelines applicable to Alternative Investment Funds (AIFs). Ensure compliance with IFSCA (International Financial Services Centres Authority) regulations and SEZ (Special Economic Zone) guidelines. Monitor and implement RBI, SEBI, and IRDAI regulations applicable to entities operating in GIFT City. Develop and maintain policies and procedures to comply with Indian and international regulatory standards. 2. Risk & Governance: Conduct risk assessments and implement mitigation strategies. Monitor regulatory changes and update internal policies accordingly. Ensure adherence to AML (Anti-Money Laundering), KYC (Know Your Customer), and FATCA requirements. 3. Audits & Reporting: Liaise with regulators, auditors, and stakeholders to ensure compliance. Prepare and submit regulatory reports to IFSCA, RBI, SEBI, and other relevant bodies. Handle regulatory inspections and audits efficiently. 4. Training & Awareness: Conduct training sessions for employees on regulatory requirements. Promote a compliance-oriented culture within the organization. 5. Operational Compliance: Review transactions for any suspicious activities and report to relevant authorities. Ensure proper record-keeping and documentation as per IFSC norms. Qualifications & Skills: Education: CA / CS / LLB / MBA (Finance) / CFA / FRM or equivalent. Experience: 5+ years in compliance roles, preferably in BFSI, NBFC, or Fintech. Strong understanding of IFSCA regulations, SEBI guidelines, RBI circulars, and global compliance frameworks. Knowledge of AML, KYC, PMLA (Prevention of Money Laundering Act), FATCA, and CRS regulations. Experience in regulatory reporting, audit handling, and governance frameworks. Excellent communication and stakeholder management skills. Ability to work in a fast-paced, evolving regulatory environment. Work closely with the IT and Operations teams for data extraction, process checks, and system enhancements to ensure compliance automation. Preferred Qualifications: Prior experience working with **foreign banks, IFSC units 58 years of experience in SEBI/PFRDA regulated entities such as AIFs, PMS, POPs, CRAs, etc. Must have cleared relevant NISM certifications for securities markets, AIFs, mutual funds, and depositories. Mail your Resume to rizwan.basha@kfintech.com

Kedia Corporate Advisors Pvt. Ltd. (KCAPL) is hiring Regulatory & Legal Specialists to manage SEBI, and IFSCA compliance. We have two openings : one for a Law Graduate (LLB/LLM) , and one for a Company Secretary (CS) . Key Responsibilities: Regulatory compliance for AIFs, REITs, SMREITs under SEBI & IFSCA. Prepare/review offering documents, trust deeds, IMAs . Coordinate with SEBI & IFSCA for filings & approvals. Conduct due diligence on REIT/AIF transactions. Manage corporate secretarial compliance. Track and implement regulatory changes . Assist with dispute resolution & litigation . Requirements: LLB/LLM/CS with strong legal/regulatory knowledge. Familiarity with SEBI AIF, REIT, IFSCA, trust, real estate & corporate laws . Strong drafting , communication (English/Hindi), and client-handling skills. Preferred: Internships/experience in law or financial services . Knowledge of fund structuring, GIFT City , or international regulations. What We Offer: Work with top AIFs, REITs, and real estate clients. Fixed office hours : 10:00 AM 6:30 PM (Mon to Sat), Jaipur location. Career growth in financial & regulatory services . Competitive compensation . Only shortlisted candidates will be contacted.

About Lighthouse Canton Lighthouse Canton is a global investment institution providing Wealth and Asset Management to Institutional Investors and Private clients. Our Wealth management business serves Ultra-high net worth individuals, families and family offices across their investment, estate, tax and philanthropic needs. The Asset management business has strong internal product capabilities investing through multiple strategies in real estate private equity, venture capital, venture debt, direct lending, public equities, and global macros. Lighthouse Canton has offices in Singapore, Dubai and various locations across India, with an upcoming office in London. We believe in hiring smart and curious people with the highest integrity. We offer talented professionals an opportunity to grow in a collaborative environment, surrounded by driven colleagues and the opportunity to make an impact from the first day in the organization. Job Overview The AIF Operations Executive will be responsible for end-to-end fund operations including investor onboarding, reporting, regulatory compliance, and coordination with internal teams and external vendors. This role requires a strong grasp of AIF structures, SEBI regulations, and fund accounting, with hands-on experience managing MIS, capital calls, NAV, IRR calculations, and investor communications. The candidate will be expected to work independently and ensure timely and accurate delivery of all operational and compliance tasks. Role & responsibilities Investor Lifecycle Management Managing applications and KYC of new fund investors Maintaining MIS of investors in the fund and co-investors in transactions Maintaining MIS of payouts and managing payouts Managing investor queries on a regular basis Preparing and sending newsletters to investors in collaboration with the investment team Job title Associate Reports to VP Operations. Fund Operations & Reporting Preparation and delivery of monthly, quarterly, and yearly investor reports for funds Reviewing Capital Calls and Investor Statement of Accounts Monitoring investor payouts and distributions, management fees, and vendor expenses charged to the fund Preparing Fund NAV and Investor NAV Preparing IRR and carry calculations for the investor and fund Preparing periodic updates for investors including fund updates, NAV, drawdown notices, and statement of holdings Daily cashflow management of the fund, including investment of surplus funds. Compliance & Vendor Coordination Ensuring all regulatory reporting and compliances are met in a timely manner, with support from legal and compliance teams Ensuring control over funds collected from investors and consistent communication Liaising with vendors for updated portfolio statements, income calculation, fund accounting, tax related queries, etc. Qualifications CA / B.Com (Hons) with experience in accounting, audit, and taxation 3-5 years of relevant work experience in AIF operations Domain Skills Knowledge of AIF, private equity, and debt fund structures, including SPVs, standalone funds, and master-feeder structures Understanding of investor classes, GP class, carry class, affiliated/non-affiliated classes Familiarity with capital markets technologies such as portfolio management and reconciliation systems Knowledge of SEBI compliance requirements related to AIF fund operations Soft Skills • Excellent interpersonal and communication skills for stakeholder interactions • Strong process and systems orientation.

Job Title: Head Operations Location: Bengaluru Reporting To: CEO / Director As Head Operations, you will lead the firm’s end-to-end operational and client servicing functions. This includes oversight of fund accounting, trade settlements, reconciliations, regulatory compliance, and client transactions. You will be responsible for ensuring robust internal controls, seamless execution, and data accuracy while aligning the operations team with the firm’s strategic growth objectives. Key Responsibilities: Operational Oversight & Process Management • Lead all back-office operations, including trade settlement, fund transfers, client redemptions, and stock transfers • Responsible to identify gaps / operational risks • Ensure timely posting of entries in PMS systems (e.g., Wealth Spectrum) • Supervise daily stock and bank reconciliations and review ledgers for accuracy • Monitor PMS fee calculations, distributor commissions, and custody charges Regulatory & Audit Compliance • Ensure compliance with SEBI regulations, internal SOPs, and control protocols • Liaise with custodians, auditors, and regulatory bodies to ensure timely reporting and audits • Prepare and review statutory and regulatory documentation and filings MIS & Reporting • Oversee the preparation of daily, weekly, and monthly MIS for senior leadership • Present operational performance data, gaps, and insights to aid decision-making • Strengthen real-time visibility into cash flow, asset movements, and compliance health • To be part of the core team and execute the strategy provide Team Leadership & Cross-Functional Coordination • Manage and mentor a high-performing operations team • Drive process improvements and automation to enhance efficiency and accuracy • Collaborate with finance, compliance, client servicing, and portfolio teams for smooth workflow Technology & System Enhancements • Work closely with IT and third-party vendors to enhance system functionalities • Ensure high data integrity, security, and audit readiness within PMS tools and platforms Education: • CA / MBA (Finance) / Postgraduate in Commerce or related field Experience: • 15+ years of experience in Operations within PMS, AIF, Mutual Funds, or Wealth Management • Prior experience in leadership or mid-senior management roles • Hands-on experience with PMS tools like Wealth Spectrum (preferred) Skills & Attributes: • Deep knowledge of financial operations, reconciliation, and regulatory frameworks • Strong analytical, organizational, and execution capabilities • Excellent communication and stakeholder management skills • High integrity, proactive mindset, and solution-oriented approach

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and experienced Operations Associate to join our team immediately. Who are we? Cambridge Wealth is a respected brand in the wealth segment, having won awards from BSE as well as Mutual Fund houses. Our clients include renowned professionals from various industries. What you will do: Client onboarding: Facilitate smooth onboarding of new clients, including High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (Ultra HNIs), and Non-Resident Indians (NRIs), ensuring all necessary documentation and processes are completed efficiently. Client transaction and execution: Oversee client transactions, ensuring accurate and timely execution of their investment requirements. Data Management: Maintain and manage client data, ensuring confidentiality and accuracy. Handling transmission cases: Manage transmission cases for clients, including minor to major changes, transmission due to death, and residence status changes. Client Reporting: Prepare and send various reports to clients on a regular basis, meeting their specific reporting preferences. Incidental Client Management: Handle any other client-related tasks or issues that may arise. Understanding of internal system. Reconciliation of transactions between the exchange and back-office application. Order placement into the exchange. Updated with the regulator's norms. Candidate should be well versed with mutual fund and should have experience initiating transactions on BSE platform for example - E-KYC, SIP Purchase, Redemption, SWP, STP Liaison with Mutual fund houses, checking of brokerage calculations and all related reports. What are the qualifications you need: Education: Graduation in Commerce and Management field is preferred. Certifications: NISM VA exam, AMFI certification preferred. Experience: Experience in the Mutual Fund field is an added advantage, with exposure to HNI, Ultra HNI, and NRI client needs. Familiarity with Zoho suites preferred. Familiarity with Tarakki operations preferred. What would help make you a great fit for the role: Having a Client-centric approach: Prioritize the specific needs of HNIs, Ultra HNIs, and NRIs, ensuring personalized and exceptional service. Team building and leadership qualities: Ability to build and lead small, effective teams in serving discerning clients. Knowledge of financial products: Familiarity with Mutual Funds, PMS, and other financial products. Communication skills: Good verbal communication and drafting skills, adapting communication to suit diverse client preferences and requirements. Experience with running Mutual Fund Distribution operations. Who you are NOT. This role is not for you if: You have difficulty being attentive to details Are not ownership and responsibility driven Are not solution oriented nor comfortable with a startup environment Prefer a slow, structured environment where you are given micro-instructions Want to take it easy and prefer a passive role What you will get: An opportunity to be a core team member with a growth path A fast-growth environment A place where you matter, and are not just a cog in the wheel An encouraging, informal and comfortable working environment A place where flexibility can be earned and work-life balance ensured Competitive Compensation If you are a proactive, detail-oriented professional with a passion for supporting founders and driving organizational success, we would love to hear from you. Join us in our journey to shape the future of our organization and make a meaningful impact in the industry. Note: The final designation and compensation will be determined based on the candidate's experience and qualifications. Freshers may apply for a trainee position with the possibility of a confirmation subject to evaluation. The starting salary would be Rs.15,000/- p.m. in hand. Our Hiring Process: You Apply and answer a couple of quick questions [5 min] Online General Aptitude assessment test [1 hour] Recruiter screening video interview [30 min] Technical interview: [30 min - discussion around experience and skills] Founder's interview: [30 min] We make you an offer and proceed for reference and BGV check. Please note this is an at office job at Prabhat Road, Pune and we work Monday to Saturday (shorter hours on Saturday).

Role: PMS Operation Experience: 5 years Location: Gurgaon Job Description We are looking for experienced operations managers to join our newly structured research desk. The ideal candidates should have a strong background in operations management within the stock broking industry, specifically serving institutional clients, Portfolio Management Services (PMS) houses, or Asset Management Companies (AMCs). KRA * Execute all operations related to stock broking services for institutional clients, PMS offerings, and AMC transactions. * Ensure compliance with regulatory requirements and manage all aspects of PMS/AIF business operations. * Coordinate with internal teams and external stakeholders to streamline operational processes. * Monitor and report on operational performance metrics and compliance issues. * Implement best practices to enhance operational efficiency and risk management. Requirements * Minimum 5 years of experience as an operations manager in a PMS house, domestic institution, or AMC, with a strong understanding of stock broking operations. * Proficient in handling all compliances and operations specific to PMS/AIF businesses. * Clean regulatory record with no pending issues against the candidate. * Successful completion of the NISM Portfolio Management certification. Benefits * Competitive compensation package commensurate with experience. * Opportunity to work in a dynamic and growing organization. * Potential for career advancement and professional development.

Role & responsibilities Manager - AIF Cat III & Fund Management Entity (FME) / Compliance Officer Location: GIFT City, Gujarat Reporting to: Group CFO Key Responsibilities: 1. Accounting & Financial Reporting • Ensure timely preparation of financial statements, audit support files, and reports for the AIF and FME. • Coordinate with fund administrator/fund accountant for timely NAV calculations • Oversee reconciliation of bank accounts, investor contributions, investments, and expenses. 2. Compliance & Regulatory Reporting • Ensure ongoing compliance with SEBI AIF Regulations, IFSCA (Fund Management) Regulations, Companies Act, FEMA, and other applicable GIFT City guidelines. • File periodic reports, including monthly, quarterly, and annual filings with IFSCA • Assist in drafting and maintaining compliance manuals, SOPs, and internal policies. • Ensure timely submission of regulatory forms, including AIF returns, KYC, and AML reporting. • Coordinate with auditors, legal advisors, tax consultants, and regulators. 3. Fund Operations • Handle investor onboarding (including KYC, FATCA, CRS compliance). • Coordinate capital call and distribution notices, fund flows, and reporting to investors. • Work with custodians, bankers, fund administrators, and portfolio managers for smooth transaction execution. • Maintain investor records, drawdown schedules, commitment tracking, and performance reporting. 4. Others • Manage documentation including board minutes, investor communications, and vendors & service provider agreements. • Support in organizing board and investor meetings, keeping minutes, and ensuring necessary resolutions are passed and filed. • Maintain physical and digital filing systems for statutory and operational documents. Candidate Profile: CA / CFA / CS / MBA Finance with 5 years+ experience (relevant experience is preferred)

About The Role Join our dynamic and growing wealth management business in India as a Client Servicing Associate. You'll play a key role in building strong client relationships while ensuring smooth operations. This position is essential for delivering outstanding service to our clientsmeeting their needs efficiently and contributing to our firm's success. You will handle all client inquiries and requests with professionalism and care. What You'll Do Be the main point of contact for servicing our valued clients Handle client inquiries and requests professionally Process transactions and maintain accurate records in an organised manner Work with key wealth management platforms such as: NSE NMF, BSE Star, and MFU for mutual fund transactions IFANOW, Investwell or similar for portfolio tracking and reporting Zoho CRM or similar for client relationship management What You Need Excellent written and spoken communication skills 1 to 4 years of experience in financial services/wealth management Strong ability to provide patient guidance and support to clients Strong MS Excel skills Detail-oriented approach for error-free work Proven ability to collaborate effectively in team environments A background in team sports will be an added advantage Why Join Us? High performing leadership Grow with a fast-growing wealth management startup Supportive team environment Freedom to suggest improvements and drive innovation

Ensure day-to-day compliance with SEBI AIF Regulations and other applicable laws. Assist in preparing and filing regulatory reports and disclosures to SEBI. Oversee investor onboarding documentation including KYC, AML, and FATCA compliance.

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

Responsibilities: * Manage and grow existing partners * Identify and finalize new partners * Support partners sales efforts * Manage product marketing Work from home Sales incentives Sports for women

Role & responsibilities Build and maintain strong, ongoing relationships with a diverse range of AIF clients, ensuring their needs are met promptly and effectively. Manage, mentor, and develop a team of executives and senior executives, ensuring the efficient and accurate completion of all assigned tasks. Oversee the end-to-end operations for AIF clients, ensuring all processes run smoothly and efficiently. Ensure that all activities and operations comply with applicable regulatory requirements and align with client business rules and expectations. Track and monitor performance metrics, ensuring all tasks and operations are executed efficiently. Identify areas for improvement and implement necessary changes. Design and implement policies and procedures to streamline operations and improve the effectiveness of deliverables Preferred candidate profile Excellent client relationship and communication skills. Change management. Empowers others to self-organize. Ability to work under pressure and manage multiple priorities effectively. Proficiency in Advanced Excel & Presentation. Interested candidates can share their resumes to: nasarhussain.m@camsonline.com

Its never been a more exciting time to join Vistra. At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business to help our clients achieve progress without friction. But progress only happens when people come together and take action. And we’re absolutely committed to building a culture where our people can do just that. We have an exciting opportunity for you to join our team as AIF Product Sub-Head - Legal . Reporting to the General Counsel- India and Mauritius this full-time and permanent position is based in Mumbai, India and offers regional coverage, allowing you to make a significant impact to our legal and its’ growth. Key responsibilities: Drafting, vetting and execution of Transaction Documents within the timelines as defined in Legal SOP for Securitisation, Private Equity & Venture Capital Funds, Alternate Investment Fund and Investment Funds, ESOP, Employee Welfare Trust and other products. Transaction due diligence and legal compliances. Drafting and vetting of transaction documents ,providing advisory support and Actively providing legal insight on onboarding and ongoing transactions. End to end managing AIF fund set up and Advice on legal structures for Onshore and offshore Fund to internal teams and external client teams including discussion with client legal in matters of drafting and structure evaluation, commercial risks, including regulatory changes, and contributed to risk mitigation strategies for client portfolios. Developing standardized documentation and the drafting / negotiation of customized documents for transactions Help develop a strategic plan for the rapidly evolving legal department, benchmarking against value added service of legal firms in the country, and create and develop high end value driven legal services Proposes and investigates opportunities to make the department more efficient through the use of technology and improved process and sourcing Training on new structures, regulations and laws to all stakeholders in the organisation - legal research and knowledge management Internal coordination with other teams related to transactions Regulatory and compliance MIS. Key requirements: Minimum 5-9 years working experience in legal and capital market structuring. Proven track record in driving organic growth through increasing revenue existing client bases while expanding portfolio through new additions. Direct operational experience in jurisdictions with multiple Divisional lines Strong track record in acting as a partner to senior management Bachelor’s degree in Law / Master’s degree in Law Knowledge of Securitization Trust will be an added advantage Strong team-player with experience with working in a dynamic organisation and able to build bridges between the different stakeholders within the organisation Ability to think outside of the box, to challenge status quo, but to do so diplomatically and collaborative manner Strong communication and influencing skills; collaborative and a team player Culturally sensitive and experienced in dealing with multiple nationalities, business cultures Ability to deal with ambiguities and work within ill-defined boundaries improving turnaround time and automation of processes including ensuing 0 liability towards transaction NISM certification will be an added advantage Knowledge of Indian income-tax, FEMA, SEBI, IFSCA, Companies Act and other allied laws will be an added advantage Company Benefits: At our Vistra ITCL office, we believe in putting our employees’ well-being first! We offer a hybrid working arrangement. Additionally, we provide attractive insurance benefits, excellent job exposure and career prospects. If you are excited about working with us, we encourage you to apply or have a confidential chat with one of our Talent Acquisition team members. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!

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.