Overview
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 :
– 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 & it’s functionalities