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AVP Operations- Distributor Commission (Portfolio Management)

AVP Operations- Distributor Commission (Portfolio Management)

SaShr ConsultantsMumbai, Mumbai (district)
3 days ago
Job description

Company Description

We are hiring for a large PMS / AIF Wealth and Investment Management firm.

Role Description

This is a full-time, on-site role based in Mumbai for an AVP Operations - Distributor Commission (Portfolio Management Services). The role involves overseeing distributor commission processes, driving operational efficiency, managing day-to-day operations, and ensuring compliance with strategic objectives. Responsibilities include

  • Handling Distributor Referral computations with 100% accuracy and payments
  • Independently generate and distribute management (MIS) reports with 100% accuracy and in a timely manner.
  • Handling client fee computations with 100% accuracy
  • Handling Provisioning of Income and Expenses
  • SEBI and other Regulatory reports preparation and submission
  • Handling Expenses / Payments related to PMS.
  • Daily fees checking to maintain accuracy.

Qualifications

  • Should be Chartered Accountant
  • Complete understanding of the PMS Business and Wealth Spectrum Software
  • Should be currently in the same role in a Portfolio Management (PMS) company
  • Minimum experience of 10+ years experience
  • Salary on offer

    Total CTC of upto 50 lacs

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    Avp • Mumbai, Mumbai (district)

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