PMS Operations-Team Member

Role- PMS Operations- Team Member

Experience- 5 to 9 years

Location- Prabhadevi Mumbai

Skills- PMS, wealth management, wealth spectrum, end to end pms operations, update files,trade placement, month end activities, custody and fees disbursement

Educational Qualification- CA, MBA, graduate or postgraduate

Notice period- 0 to 90 days

Email to - [HIDDEN TEXT]

Job Description-

Key Responsibilities:

• Design and implement end-to-end PMS operational processes in coordination with Fund Management, Sales & Service, and Custody teams.
• Develop, maintain, monitor, and periodically review operational processes to ensure smooth and efficient PMS operations.
• Ensure seamless information flow to distributors and act as the primary point of contact for resolving operational and product-related queries from the sales team and their partners.
• Operationalize strategic objectives into effective operational plans to support achievement of business goals.
• Ensure implementation and ongoing compliance with all regulatory requirements, including system and process development, regulatory reporting, SEBI filings, and regulatory audits.
• Drive continuous process improvement through the design and implementation of new systems and operational enhancements.
• Manage internal audits and ensure adherence to group-level governance and compliance requirements.
• Coordinate with the Sales team and other group departments for new product launches and related operational readiness.
• Ensure accuracy, integrity, and authenticity of operational data on a day-to-day basis.
• Manage vendor relationships to support operational efficiency and service delivery.
• Ensure timely regularization of all pending discrepancies within committed timelines and adherence to the Clean Desk Policy.
• Review existing processes and implement enhancements to improve efficiency and overall stakeholder experience.

Desired Skillsets :

• CA, MBA, Graduate, or Postgraduate in any discipline.
• Prior experience in PMS Operations or with organizations handling similar asset classes.
• Strong interpersonal skills with excellent communication, responsiveness, and a collaborative approach.
• Service-oriented mindset with a focus on effective stakeholder management.
• Positive, enthusiastic, and solution-oriented attitude. Self-starter with high energy and initiative.
• Professional credibility with high standards of integrity. Resourceful with strong problem-solving capabilities.
• Effective listener who constructively challenges and responds positively to feedback.
• Clear, concise, and effective communicator. Ability to manage conflict and handle ambiguity