To oversee day-to-day PMS back-office functionalities.
About the Role
To ensure error free execution of financial transactions.
Responsibilities
- 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.
Qualifications
Bachelor’s degree in finance, Business Administration, or related field.Relevant 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.Required Skills
PMS Operations.Regulatory Compliance.Financial Analysis.Operational Efficiency.Team Management.Client Relationship Management.Microsoft Office.Well versed with Wealth Spectrum software & it’s functionalities.