24 Pms Operations Jobs

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

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, Coord...

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...

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...

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 guide...

Role & responsibilities Job Summary: We are seeking a results-driven, detail-oriented Strategic and Analytical HR Specialist who will be responsible for designing and implementing KRAs/KPIs , developing and refining SOPs , setting up a strong Performance Management System (PMS) , and establishing a clear and efficient organizational reporting structure . This is a critical role in aligning people processes with business goals across all departments. Key Responsibilities: 1. KRA/KPI Design & Implementation Design, standardize, and align KRAs and KPIs for all roles and departments across the organization. Conduct role-mapping and job analysis in coordination with functional HODs. Regularly rev...

About the Role We are seeking a detail-oriented PMS Operations Analyst to manage the operational backbone of our PMS and AIF business. The role involves reconciliation, data management, process improvement, and coordination between sales, technology, and AMC partners to ensure smooth delivery of products and services. Key Responsibilities Oversee PMS/AIF data accuracy through regular MIS and financial reconciliations. Maintain and update product, holding, and transaction data for internal systems and client-facing platforms. Coordinate with sales, tech, and AMC teams for transaction validation, query resolution, and smooth onboarding of new products/partners. Drive operational readiness for ...