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 positive 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

Qualification :

• Bachelors 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

Skills :

• PMS Operations

• Regulatory Compliance

• Financial Analysis

• Operational Efficiency

• Team Management

• Client Relationship Management

• Microsoft Office

• Well versed with Wealth Spectrum software & it’s functionalities

📌 Head PMS Operations (Jaipur)
🏢 Intellectual Capital HR Consulting
📍 Jaipur