PMS Operation Specialist

Position Name - PMS Operations Specialist

Location - Wadala, Mumbai

Experience Range - 1-3 yrs

Mandatory Requirement:

• 1-3 years of experience working in a Portfolio Management
• Services (PMS)
• Experience in Client Onboarding, Compliance Reporting, Coordination & Operations.

About the client:

Company, is a SEBI-registered portfolio management services firm based in Mumbai, India, specializing in disciplined, research-driven investment strategies for individual and institutional clients

Job Roles and Responsibilities:

• Client Onboarding: Facilitate the end-to-end client onboarding process, ensuring a seamless

experience for all clients, including NRI clients.

• Compliance Reporting: Prepare monthly and quarterly compliance reports as per SEBI regulations.

• Coordination & Operations: Collaborate with the fund accounting and custody teams to manage

day-to-day operations. Work closely with the compliance and tax accounting teams to ensure all

operations adhere to internal and external guidelines.

• Team Collaboration: Work effectively within small teams, demonstrating a willingness to learn and

take initiative.

• Additional Tasks: Utilize knowledge of Tally or any ERP system to assist with accounting

operations. Support other operational and administrative tasks as required.

Qualification and Experience:

• Educational Background: Minimum of a Bachelor's degree.
• Professional Experience: 1-3 years of experience working in a Portfolio Management
• Services (PMS) role. Prior experience in onboarding NRI clients is a plus.
• Certifications: NISM or SEBI certifications are advantageous.
• Skills & Competencies: Strong analytical and problem-solving skills. Excellent
• communication and interpersonal skills. Ability to work independently and as part of a
• small, dynamic team. Familiarity with Tally or similar ERP systems is preferred.
• Additional Attributes: High level of integrity and attention to detail. Proactive and willing to
• continuously learn and adapt in a fast-paced environment.

Skills Required
Compliance Reporting, Tally