We are looking for an experienced Private Wealth Operations skilled to manage operations for PMS, AIF, Mutual Funds, and other third-party products. The role involves vendor data reconciliation, MIS preparation, revenue reporting, and system uploads.

Key Responsibilities:

- Operations handling for PMS, AIF, MF, and TPP products
- Vendor data and revenue reconciliation
- Preparation of client-wise, product-wise, and revenue MIS
- Generation of product and revenue reports
- Data upload and validation in Miles Wealth Management software
- Coordination with vendors and internal teams
- Ensuring data accuracy and timely reporting

Key Skills:

- PMS / AIF / Mutual Fund Operations
- Private Wealth Operations
- Vendor & Revenue Reconciliation
- MIS & Reporting
- MS Excel (Advanced)
- Miles Software (Preferred)

Qualification:

- Graduate / Postgraduate in Finance, Commerce, or related fieldExperience Required:
- Minimum 5 years in Private Wealth / PMS / AIF / MF / TPP Operations

📌 Private Wealth Operations Professional – PMS / AIF / Mutual Fund & TPP (Delhi)
🏢 SMC Investments
📍 Delhi