Senior Manager A.V.P.(PMS Operations)
- hiring client
- 10 - 12 years
- Mumbai
- 1 month ago
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Job Description
Role & responsibilities
Designation : Senior Manager A.V.P.(PMS Operations)
Job Description :
- To oversee day-to-day PMS back-office functionalities
- To ensure error free execution of financial transactions
- To keep control on period reconciliations
- To handhold the team wherever required
- To handle escalated matters in co-ordination with related team members
- To co-ordinate with various teams to facilitate smooth operational workflows
- To take care of regulatory related requirements
- To pro-actively take charge of debit balance clearance
- To ensure no excess fund transfers to the investors
- To share period MIS with management giving overview of back-office activities
- To hand good control to ensure ZERO execution errors
- To ensure compliance with regulatory and legal requirements.
- To ensure regulatory reports are thoroughly verified & submitted within the timelines
- To have pro-active approach
- To take ownership & responsibilities, prepare order files and double check before placing the orders
- To monitor and improve operational efficiency and accuracy
- To prepare and review financial and operational reports
- To handle client inquiries and resolve operational issues promptly
- To implement and manage operational controls and procedures
- To oversee documentation and record-keeping for all transactions
- To provide training and support to junior team members
Qualification :
- Bachelors degree in finance, Business Administration, or related field.
- Minimum 10-12 years experience in PMS back office
- In-depth knowledge of financial regulations and compliance
- Proven track record of managing operational teams
- Excellent communication and organizational skills
- Strong analytical and problem-solving abilities
Skills :
- PMS Operations
- Regulatory Compliance
- Financial Analysis
- Operational Efficiency
- Team Management
- Client Relationship Management
- Microsoft Office
- Well versed with Wealth Spectrum software & its functionalities
Job Classification
Industry: Financial ServicesFunctional Area / Department: BFSI, Investments & Trading
Role Category: BFSI, Investments & Trading - Other
Role: BFSI, Investments & Trading - Other
Employement Type: Full time
Contact Details:
Company: hiring clientLocation(s): Mumbai
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Keyskills: Operations Aif Operations Pms Operations Settlements
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