38 Pms Operations Jobs - Page 2

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 ...