Head PMS Operations

Intellectual Capital HR Consulting Pvt. Ltd.

Gurugram District

On-site

INR 1,700,000 - 2,600,000

Full time

14 days+

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Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Gurugram seeks an experienced PMS back-office leader to oversee daily operations and ensure compliance with financial regulations.

You will coordinate across teams to maintain accurate period reconciliations and MIS, while mentoring a growing back-office team. The role demands strong analytical skills and a track record of managing operational groups. The ideal candidate will drive process improvements, manage regulatory reporting, and ensure

Qualifications

Bachelors degree in finance, business admin, or related field.
Experience in PMS back office preferred.
Strong knowledge of financial regulations and compliance.
Proven track record of managing operational teams.
Excellent communication and organizational skills.

Responsibilities

Oversee day-to-day PMS back-office functionalities.
Ensure error-free execution of financial transactions.
Maintain control on period reconciliations.
Handhold the team and mentor juniors as needed.
Handle escalated matters in coordination with related teams.
Coordinate with various teams to facilitate smooth operational workflows.
Take care of regulatory related requirements.
Proactively take charge of debit balance clearance.
Ensure no excess fund transfers to investors.
Share period MIS with management to overview back-office activities.
Maintain zero execution errors through strong controls.
Ensure compliance with regulatory and legal requirements.
Ensure regulatory reports are thoroughly verified and submitted on time.
Adopt a proactive approach to processes.
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.
Handle client inquiries and resolve 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, Business Administration, or related field

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