PMS Operations Head
 conducting periodical process audits in the department as per AMC guidelines; ensuring compliance of the same.
 Reviewing and preparing various monthly /or daily financial and regulatory reports for internal and external clients.
 Daily Interact with stakeholders, custodian bank, transfer agents, legal, Sales, Trading and Ops teams to provide general information in response to inquiries, settle transactions, and resolve fails and breaks.
 Dealing for all multiple portfolios
 Portfolio tracker updating – daily
 All system re-con and updation
 Cash level check / clearing debits – daily
 MC portfolio updating – daily
 Bank Re-con Pay-in / pay-out –
 Off market transfers – as per requirement
 Account opening / closure – as per requirement
 Customer queries – as required
 Interaction with brokers – as required
 Compliance check – as required
 Fees/ Multiple vendors co-ordination
 Reports
 Gap
 Deviation

Qualification Requirements

• Graduation in any field with 10+ years experience

Personal Attributes

• Ability to lead the team and to be integral part of the team
• Willing to learn and achieve
• Problem Solving.
• Professional work ethic and positive attitude.
• Good in Excel and re-con
• Strong analytical ability
• Strong technical concentration including analysis of intraday stock and market patterns
• Ability to handle high levels of stress and risk taking