Head PMS Operations

Chandigarh News

Chandigarh

On-site

INR 900,000 - 1,300,000

Full time

6 days ago

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Job summary

Chandigarh News is seeking a veteran professional to lead the PMS back-office operations in Chandigarh. You will ensure accurate financial transactions, oversee reconciliations, and drive process improvements.

The role demands a deep understanding of financial regulations, strong leadership, and exceptional organizational skills. The ideal candidate has 10+ years of PMS back-office experience, excellent communication abilities, and a proven track record of managing teams.

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 over period reconciliations.
Provide guidance and mentorship to team members.
Handle escalated matters in coordination with related teams.
Coordinate with various teams to enable smooth workflows.
Ensure compliance with regulatory requirements.
Proactively manage debit balance clearance.
Prevent excess fund transfers to investors.
Share period MIS with management to overview back-office activities.
Maintain strong controls to prevent execution errors.
Ensure timely verification & submission of regulatory reports.
Take ownership and prepare order files, double-check before placing orders.
Monitor and improve operational efficiency and accuracy.
Prepare and review financial and operational reports.
Resolve client inquiries and operational issues promptly.
Implement and manage operational controls and procedures.
Oversee documentation and record-keeping for all transactions.
Provide training and support to junior team members.

Skills

PMS Operations

Regulatory Compliance

Financial Analysis

Operational Efficiency

Team Management

Client Relationship Management

Microsoft Office

Wealth Spectrum

Education

Bachelor's degree in finance or related field

Tools

Wealth Spectrum

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