PMS/AIF - Client Servicing

Renaissance Investment Managers; Mumbai; In loco; INR 900.000 - 1.300.000; Tempo pieno

Vantaggi offerti da questo lavoro

Day shifts

5 days/week

Salary package

Incentives

Health insurance

Professional development

Growth opportunities

Descrizione del lavoro

Renaissance Investment Managers is seeking a PMS/AIF Client Servicing professional (Executive/Associate/Officer) in Mumbai. The role involves managing operations for Portfolio Management Services and Alternative Investment Funds, handling transactions, client queries, and regulatory compliance.

Ideal candidates have 5-6 years in financial services, familiarity with Wealth Spectrum, and understanding of SEBI PMS/AIF rules. Day shifts, growth opportunities, and health insurance are offered.

Competenze

• 5-6 years in financial services
• Wealth Spectrum system experience
• Understanding of SEBI regulations for PMS and AIF

Mansioni

• Process fund transactions including subscriptions, redemptions, switches, and transfers
• Operate and manage daily transactions through Wealth Spectrum system
• Ensure all client documentation is accurate, complete, and compliant with SEBI regulations
• Maintain KYC records and statutory documents
• Respond to client queries and deliver timely solutions
• Proactively identify customer needs and maintain positive client relationships
• Generate operational reports and assist in regulatory filings
• Recommend process improvements for operational efficiency
• Coordinate with custodians, fund accountants, and internal teams
• Remain agile to take up additional activities and new projects as required

Descrizione del lavoro

JD Client Servicing

PMS/AIF - Client Servicing (Executive / Associate / Officer)

About the Role

We are seeking a PMS/AIF Client Servicing Associate to manage operational activities and deliver exceptional client service for our Portfolio Management Services and Alternative Investment Funds.

Location: Mumbai, Maharashtra

Experience: 5-6 years

Employment Type: Full-time

Key Responsibilities

• Process fund transactions including subscriptions, redemptions, switches, and transfers
• Operate and manage daily transactions through Wealth Spectrum system
• Ensure all client documentation is accurate, complete, and compliant with SEBI regulations
• Maintain KYC records and statutory documents
• Respond to client queries and deliver timely solutions
• Proactively identify customer needs and maintain positive client relationships
• Generate operational reports and assist in regulatory filings
• Recommend process improvements for operational efficiency
• Coordinate with custodians, fund accountants, and internal teams
• Remain agile to take up additional activities and new projects as required

Required Qualifications

Experience & Knowledge

• 5-6 years in financial services,
• Experience working with Wealth Spectrum system
• Understanding of SEBI regulations for PMS and AIF

Skills & Competencies

• Strong analytical and problem-solving abilities
• Excellent communication skills with active listening and clear articulation
• MS Excel and MS Office proficiency
• High attention to detail and accuracy
• Customer-centric approach with strong service orientation
• Ability to multitask and work under pressure

Education

• Bachelor's degree in Commerce, Finance, or related field
• NISM certifications preferred

What We Offer

• Only Day Shifts
• 5 working days in a week
• Competitive compensation package
• Performance-based incentives
• Health insurance coverage
• Professional development opportunities
• Growth opportunities in asset management

Who can apply

• Open for applicants with excellent Communication skills both verbal & written from industries related to - BPO / KPO / Back office / Banks & Financial Services