36 Pms Operations Jobs

Key Responsibilities: Handle end-to-end PMS Operations fund accounting, subscriptions/redemptions & trade settlements. Manage bank & holding reconciliations , corporate actions, and KYC/account opening. Coordinate with auditors and ensure timely regulatory & compliance reporting . Prepare MIS reports , EOD/BOD activities, and peak margin instructions. Manage distributor commission & performance fee calculations . Support offshore operations including advisory fee computation & AUM reporting. Requirements: Graduate/Postgraduate with 2+ years’ experience in PMS, Mutual Fund, or Financial Services. Strong knowledge of SEBI regulations, AUM, KYC, and compliance . Proficient in Wealth Spectrum, M...

Align to technician on complaint call and PMS services mainly RT, TAT on system, timely close the complaint call on system, maintaining spares inventory, tracing and submission of defective parts in time frame, follow EHS compliances.

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...

Handle Labor Disputes Maintain relationship with Labor Unions Nurture a positive working environment Employee Grievances Charter of Demand Govt Liaison Payment Of Wages PF, ESIC, LWF PMS Factory Admin, Statutory Required Candidate profile Experience in core IR compliance Notice Period Max 30 days Location Hladia

Role & responsibilities About the Role: We are looking for an energetic, creative, and people-focused HR professional who is passionate about building an inspired, connected, and continuously learning workforce. The role is designed for someone who believes that engagement is the soul of an organization and learning is its heartbeat. As a key member of the HR team, you will be responsible for conceptualizing and implementing employee engagement strategies, learning interventions, and career development programs that foster motivation, collaboration, and retention across all levels of the organization. This is an opportunity for an HR professional who enjoys working for people and with people...

Position Overview Job Title: Business Management Analyst Corporate Title: Analyst Location: Mumbai, India Description Role Description PWM PMS Mid office Operation Graduate with 5 to 6 years experience in PMS operations. Should be able independently handle day to day operation activities which includes onboarding, documentation, Liaison with channel partner Custody Broker, PMS accounting, statutory reporting and audit queries. What We'll Offer You As part of our flexible scheme, here are just some of the benefits that you'll enjoy, Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevan...

Lead Chambers operations of the club. Strategize room pricing. Elevate guest services & optimize front-office systems (80%). Oversee housekeeping operations (10%) Supervise front desk activities (10%) Propose improvements to the Management Committee. Required Candidate profile Hands-on with PMS (Opera/Fidelio) Strategic pricing & revenue optimization Strong analytics for forecasting & performance tracking Proven process-improvement Guest-centric & Service excellence Perks and benefits Provident fund; Medicare; Increments & benefits.

Our client, a SEBI-registered Portfolio Management Service (PMS) firm, is looking for a Compliance Manager to drive its regulatory, governance, and risk framework. What Youll Do: Ensure full compliance with SEBI PMS Regulations, Circulars, and other statutory requirements. Manage SEBI filings, audits, and inspections with precision. Establish and monitor internal compliance policies, SOPs, and investment guideline checks. Oversee client onboarding, AML/KYC reviews, and SEBI SCORES compliance. Liaise with SEBI/APMI and act as the firms compliance point of contact. Partner with leadership to strengthen a culture of compliance and governance. What We’re Looking For: Experience: 5–8 years in Com...

Over Seeing PMS Operation, Coordinating with OTA Team for managing the inventory, Price Update Inbound calls

Job Opening: Compliance & Operations Manager We are looking to hire a mid-level Compliance & Operations Manager . The candidate should have a minimum of 2 years of experience in managing compliance and operations of a PMS / AIF / Mutual Fund in India. This is an on-site role based out of our Gurgaon office (permanent work-from-home is not offered). Key Responsibilities Regulatory Compliance : Oversee the end-to-end SEBI compliance requirements of a PMS. Regulatory Filings : Timely preparation and submission of all documents to SEBI and other stakeholders such as APMI. KYC & Client Compliance : Ensure proper KYC compliance of all PMS clients and coordinate with clients for compliance requirem...

Handle Labor Disputes Maintain relationship with Labor Unions Nurture a positive working environment Employee Grievances Charter of Demand Govt Liaison Payment Of Wages PF, ESIC, LWF PMS Factory Admin, Statutory Required Candidate profile Experience in HR and IR reducing legal risks and ensuring regulatory compliance Notice Period Max 30 days Location Howrah

Responsibilities: * Manage investor relationships, fundraise, equity valuation. * Oversee PMS operations, AIF operations, investment advisory. * Conduct equity analysis, NSDL/CDSL compliance, financial risk management. Annual bonus

Execute buy/sell orders strictly based on client approvals and portfolio manager recommendations Provide trade confirmations and reports post-execution. Coordinate with custodians, brokers, and back-office teams for settlement Required Candidate profile NDPMS- Dealer (Non-discretionary Portfolio Management Services) Execute buy/sell orders strictly based on client approvals and portfolio manager recommendations

Responsibilities: * Manage employee life cycle from recruitment to exit * Oversee payroll processing & compliance with labor laws * Ensure effective employee engagement & grievance handling Provident fund

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...

Role & responsibilities 1. Client Relationship Management Act as the primary point of contact for clients for account opening, PMS operations, and service-related queries. Build and maintain strong client relationships by understanding their needs and providing customized solutions. Address and resolve client queries and issues promptly and professionally. 2. Account Opening & Maintenance Oversee the complete account opening process (documentation, compliance checks, system entries). Ensure accounts are set up in line with SEBI PMS regulations and company policies. Regularly update client accounts for changes in information or investment preferences. 3. Operational Efficiency Coordinate acro...

Business Management Analyst Position Overview Job Title: Business Management Analyst Corporate Title: Analyst Location: Mumbai, India Role Description PWM PMS Mid office Operation Graduate with 5 to 6 years experience in PMS operations. Should be able independently handle day to day operation activities which includes onboarding, documentation, Liaison with channel partner Custody - Broker, PMS accounting, statutory reporting and audit queries. What we'll offer you As part of our flexible scheme, here are just some of the benefits that you'll enjoy, Best in class leave policy. Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship fo...

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...

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 ...

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...

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 dashb...

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: Lea...

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