Associate- PMS /AIF Operations (Mumbai Suburban)

Associate- PMS /AIF Operations (Mumbai Suburban)

12 Sep
|
Bandhan Amc
|
Mumbai Suburban

12 Sep

Bandhan Amc

Mumbai Suburban

Roles and Responsibilities :

- Handling Client Documentation as per checklist to ensure smooth onboarding of AIF/PMS as well as

- Distributors

- Ensuring compliance with SEBI Regulations while onboarding new clients

- Co-ordination with the sales RM for obtaining proper documentation from the investor

- Co-ordinating with Custodians to open Demat account

- Replying to Investor queries

- Sending various communication to Clients / Investors/ Distributors

- Co-ordinating with R & T agent

- Maintaining records of Distributors, commission payment

Job Requirements :

- 2 - 4 yrs.

experience in PMS / AIF Customer Service & Operational background

- Robust understanding of PMS / AIF -SEBI Regulations, knowledge of PMLA/ AML guidelines

- Proficiency in Wealth Spectrum / Wealth Connect

- Excellent communication skills with ability to work effectively across multiple stakeholders.

📌 Associate- PMS /AIF Operations (Mumbai Suburban)
🏢 Bandhan Amc
📍 Mumbai Suburban

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