Head PMS Operations

Intellectual Capital HR Consulting Pvt. Ltd.; Ahmedabad District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

Intellectual Capital HR Consulting Pvt. Ltd. is seeking a senior professional to oversee PMS back-office operations in India. The role emphasizes error-free financial processing, reconciliations, regulatory compliance, and cross-team coordination to ensure smooth workflows.

The ideal candidate has 10+ years of PMS back-office experience, strong communication skills, and proven team leadership. This position requires deep knowledge of financial regulations and operational controls.

Qualifications

• Bachelor's degree in finance, business administration, or related field.
• Minimum 10+ 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.

Responsibilities

• Oversee day-to-day PMS back-office functionalities.
• Ensure error-free execution of financial transactions.
• Maintain control on period reconciliations.
• Provide guidance and handhold the team when needed.
• Coordinate with related teams to facilitate smooth workflows.
• Handle regulatory requirements and timely filings.
• Prepare and share period MIS with management.
• Ensure compliance with regulatory and legal requirements.
• Monitor and improve operational efficiency and accuracy.
• Train and support junior team members.

Skills

PMS Operations

Regulatory Compliance

Financial Analysis

Operational Efficiency

Team Management

Client Relationship Management

Microsoft Office

Wealth Spectrum software

Education

Bachelor's degree in finance or related field

Tools

Wealth Spectrum software

Microsoft Office

Job description

Role & responsibilities

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 :

• Bachelors degree in finance, Business Administration, or related field.
• Minimum 10+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