Operations Manager- PMS

Job Description

Entity : Kotak Mahindra Asset Management Company Ltd. Department : PMS Operations. Designation: Mid-Senior Level. Location : Mumbai (Goregaon). Job Role: The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and Demat holdings. Execution of Funds Settlement of HNI & NRI clients. To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips. To process different types of requests of the client in the system, like freezing/un freezing and activation of the PMS clients & pass out to distributors. Preparation of reports to be submitted to SEBI on needs basis. Maintaining records and co-ordination with auditors for resolution of audit queries. Providing priority services to clients by maintaining MIS reporting & returns on investments. Job Requirements: MBA/PGDM – Finance. Experience of minimum 3 to 4 years in PMS Operations is mandatory. Must have knowledge of PMS regulation, KYC norms and mutual fund operations. The candidate must have good communication & presentation skills. Self-starter, proactive & target oriented behaviour will be appreciated. NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification is mandatory Show more Show less