About the Company
ThreatXIntel is a fast-growing Cybersecurity, IT Staffing, and Consulting company delivering end-to-end technology and security solutions. Our expertise spans cloud security, web & mobile application security testing, DevSecOps, vulnerability assessments, IT consulting, and professional staffing services.
We support global corporate clients by deploying skilled professionals across IT and finance domains, helping organizations strengthen compliance, optimize operations, and scale efficiently.
PMS Operations Specialist – Portfolio Management Services
? Location: Andheri, Mumbai (Onsite)
? Employment Type: Full-Time
? Experience: 5+ Years
⏳ Notice Period: Immediate to Short Notice Preferred
About the Role
We are looking for an experienced PMS Operations Specialist to manage end-to-end Portfolio Management Services (PMS) operations, including transaction processing, reconciliation, customer servicing, compliance coordination, and stakeholder management.
The ideal candidate should have robust experience in financial operations, PMS transactions, demat account processes,
RTA coordination, and handling investor/distributor queries.
Key Responsibilities
Transaction Management & Quality Checks
Perform scrutiny and quality checks of financial and non-financial transactions.
Manage daily and monthly reports received from custodians.
Ensure compliance requirements are met across PMS operations.
Monitor PMS demat account activation and transaction clearance.
Coordinate with stakeholders for transaction funding based on activation status and AML checks.
Communicate credit status updates with Head Office teams and RTAs.
Follow up for timely case activation.
Customer & Distributor Servicing
Handle portfolio reports and various investor statements.
Coordinate brokerage and GST payment advice.
Resolve customer queries related to:
Credit status
Activation status
Redemption payments
Switch status
TDS refunds
Fee schedules
Exit load queries
Transmission requests