Job Requirements:

• Any Graduate/ PG
• Experience of 10-15 years in handling PMS operations
• Product Knowledge of AIF/ PMS/ Capital Market industry
• Highly motivated, team player, self-starter
• Client focused whist maintaining a strong controls mind-set.
• Proactive and flexible approach to personal workload and wider team targets

Job Responsibilities:

• Oversee end-to-end operations of the PMS division, including onboarding, portfolio accounting, reporting, and reconciliation.
• Develop and implement operational processes to enhance efficiency and scalability.
• Ensure timely execution of portfolio transactions and settlements in coordination with custodians, brokers, and internal teams.

• Ensure compliance with SEBI regulations, company policies, and other applicable laws.
• Implement robust risk management systems and internal controls to mitigate operational risks.
• Liaise with auditors, regulators, and other stakeholders to manage inspections and audits.

• Lead and mentor the operations team to achieve organizational goals.
• Foster a culture of accountability, excellence, and continuous improvement.
• Develop training programs to keep the team updated on industry practices and regulations.

• Ensure seamless onboarding of clients and effective handling of queries related to account statements, portfolio reports, and other operational matters.
• Manage the preparation and dissemination of accurate and timely client reports, including performance metrics.

• Drive the adoption of technology to streamline operational workflows.
• Collaborate with IT teams to ensure system enhancements, automation, and data security.
• Evaluate and implement portfolio management software for improved operational efficiency.

• Act as a bridge between the investment team, compliance team, and other departments.
• Maintain strong relationships with custodians, brokers, and other service providers.