Head PMS Operations

Intellectual Capital HR Consulting Pvt. Ltd.

Mumbai

On-site

INR 1,200,000 - 2,000,000

Full time

14 days+

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Job summary

Intellectual Capital HR Consulting Pvt. Ltd. in Mumbai seeks an experienced PMS Back Office Lead to oversee day-to-day back-office operations.

You will ensure accurate processing of financial transactions, period reconciliations, and regulatory compliance while guiding a team. The role requires a 10+ year track record in PMS back office, strong analytical and leadership skills, and proficiency with Wealth Spectrum software and Microsoft Office.

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 period reconciliations
Handhold the team wherever required
Handle escalated matters in coordination with related team members
Coordinate with various teams to facilitate smooth operational workflows
Take care of regulatory related requirements
Proactively take charge of debit balance clearance
Share period MIS with management giving overview of back-office activities
Ensure zero execution errors through good controls
Ensure regulatory reports are thoroughly verified & submitted within timelines
Take ownership, prepare order files and 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

Tools

Wealth Spectrum

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