16 Pms Operations Jobs

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).

Pan-India recruitment & talent acquisition Designing & implementing people development programs Employee placement,on boarding, and orientation Training & development initiatives HR audits & compliance (including ISO, safety, and third-party audits) Required Candidate profile Liaising with government authorities and influencers Ensuring statutory compliance and handling employee grievances Leading internal and external audits, ensuring timely closure of non-conformities.

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 Overview: The Assistant Manager Performance Management is responsible for the planning, execution, and continuous improvement of the organizations Performance Management System (PMS). The role ensures performance processes are timely, fair, and aligned with business goals. The incumbent will work closely with department heads, HRBPs, and leadership to facilitate employee growth and performance alignment across functions. Key Responsibilities: 1. Performance Management Cycle Execution Drive the annual and monthly performance review cycles (goal setting, monthly reviews, annual appraisals). Coordinate timelines, communication, and PMS training for managers and employees. Monitor PMS dashboards and follow up for timely completion of reviews and ratings. 2. Process Management Resolve employee queries and provide them support to complete the process. Assist in Implementing the HRMS System for PMS process to enhancements and automation for PMS and trained the same to employees. 3. Goal Setting & Alignment Collaborate with managers to ensure SMART goal setting aligned with business objectives. Review and validate KRAs and KPIs for consistency across levels and functions. 4. Data Analysis & Reporting Generate periodic reports on PMS status, completion, ratings , observations and performance trends. Analyze performance data to support decisions related to increments, promotions, and career planning. 5. Training & Communication Conduct PMS orientation/training for new joiners and refresher sessions for managers. Develop performance management FAQs, guides, and communication mailers. 6. Continuous Improvement Support process audits, collect feedback, and propose improvements to enhance fairness, transparency, and impact of PMS. Stay updated on industry best practices in performance management. Document action points and follow through on development needs identified. Key Skills & Competencies: Strong knowledge of Performance Management Systems and frameworks (OKRs, KPIs, Bell Curve, etc.) Excellent data interpretation and presentation skills (Excel/PowerPoint) Proficiency in HRMS tools/platforms Strong interpersonal and stakeholder management skills Analytical, process-driven mindset with attention to detail Communication and facilitation skills

We are looking for a Senior Infor SunSystems Technical Consultant with proven experience in the hospitality industry to lead the technical implementation, integration, and support of Infor SunSystems across our global property portfolio. You will play a critical role in delivering financial system enhancements, ensuring seamless data flows between property management systems (PMS), procurement platforms, and financial modules. This is a high-impact role that requires deep technical knowledge of Infor SunSystems, hands-on experience with data integrations in hospitality environments, and the ability to lead technical delivery across multiple stakeholders and regions. Key Responsibilities: Lead technical design, configuration, and implementation of Infor SunSystems, with a focus on hospitality financial operations and group-wide consolidation. Develop and maintain integrations between SunSystems and key hospitality systems, such as PMS (Opera), POS (Micros), and procurement (e.g., BirchStreet, FutureLog, Materials Control). Customize and enhance SunSystems modules, including General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, and Corporate Allocations. Design, develop, and optimize financial reports and dashboards using Infor Q&A (Vision) and SSRS to support operational and executive decision-making. Oversee data migration, interface development, and ensure integrity of imported financial data across properties and regions. Serve as the technical subject matter expert during ERP upgrades, cloud transitions, or system integration initiatives. Work closely with finance, procurement, and IT teams to understand business requirements and translate them into technical solutions. Create and maintain technical documentation, system configuration guides, and integration workflows. Provide mentorship to junior consultants and ensure internal knowledge sharing. Support system administration, performance tuning, user access management, and security compliance. Qualifications & Experience: Required: B.E/BCA/MCA with relevant experience in Finance. Minimum 6+ years of experience working with Infor SunSystems, including multi-property implementations. Deep understanding of SunSystems Business Units, Business Rules, UDFs, and Ledger Import processes. Strong technical skills in SQL, SSRS, Infor Q&A (Vision), and interface scripting. Experience integrating SunSystems with hospitality applications (e.g., Opera PMS, Micros POS, procurement systems). Demonstrated success delivering ERP projects in a hospitality or hotel group environment. Preferred: Familiarity with Infor ION, Infor OS, or third-party integration platforms. Experience with cloud-based ERP deployments or hybrid environments. Previous experience in hotel pre-opening or multi-property rollouts. Understanding of hospitality-specific financial workflows, including revenue recognition, guest ledger reconciliation, and cost control. Soft Skills: Strong leadership and stakeholder engagement skills. Excellent written and verbal communication. Ability to manage multiple initiatives and priorities. Analytical mindset with attention to detail. Passion for technology in the hospitality sector. Certifications (Preferred but not Required): Infor Certified Professional SunSystems Microsoft SQL Server or SSRS Certification

PMS, L & D, Training, Organization Development , Corporate HR (Provide HR support for day to day operations, including employee engagement, policy implementation, HRMS, Manage & maintain the Zing-HRMS, ensuring data accuracy & compliance, Required Candidate profile Must have experience in Corporate HR, conduct the training modules for the employees. Social Media Accounts. Contact Person - 9958723791

The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and Demat holdings PMS Operations - Portfolio Management Services knowledge of PMS regulation, KYC norms and mutual fund operations Required Candidate profile MBA/PGDM – Finance or Mcom or Bcom Experience of minimum 2 to 4 years in PMS Operations is mandatory NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification is mandatory

Responsibilities: * Manage mutual fund operations from NISM compliance to PMS reporting. * Oversee BSE/NSE listings, FATCA adherence, AMCS management. Annual bonus Health insurance Provident fund

Role & responsibilities To Support, Collate, coordinate, Execute, and Verify Recruitment activity with Internal and External stakeholders. To Support, Collate, Coordinate, Execute, and Verify the Development and Deployment of the Policies To support, update, and maintenance of the Organisation structure. Timely circulation of HR MIS To Support, collate requirements & Feedback, Adhere Plan, Execute, Record, Maintain, & Organise Training Coordinate and execute with Corporate HR for centrally organized Training programs. Deploy, execute, monitor, and evaluate the Employment Engagement activities To support in timely execution of Payroll processing To support and coordinate PMS To support, Coordinate, and execute CSR activities in coordination with Corporate HR. Coordinate and assist CHRO. Preferred candidate profile Ideal Candidate MBA/MSW/MLW graduates with 6-8 years of experience in manufacturing/Engineering Domain Should have good experience in recruitment activities and its proper coordination Should have good experience in coordination fore Policy Development and its proper deployment . Should have good experience in MIS preparation , coordination and MIS reports Should have good experience in identification of training needs, preparation of training calendar and coordination of the training programmes . Conduct periodic required employment engagement activities. Should have experience in payroll processing Should have experience in coordination and supporting PMS activities in the plant Should have exposure to executing CSR Activities . Should have experience dealing with government authorities . Should be very well versed with Tamil Should be ready to work out of Coimbatore location .

What Youll Do Oversee day-to-day investment operations, fund processing, and reporting Liaise with AMCs, RTAs, banks, and custodians for smooth transaction execution Support client onboarding (KYC, FATCA, CKYC) and compliance Maintain and reconcile client portfolios, prepare MIS and investment reports Work directly with the Managing Director on high-priority operational tasks What We’re Looking For Mandatory : Prior experience working at or with an AMC Solid understanding of mutual fund/PMS/AIF operations Strong Excel & portfolio reporting skills Detail-oriented, self-motivated, and discreet Based in or open to relocating to KolkataRole & responsibilities

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

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.