Head PMS Operations (Delhi) Company: Intellectual Capital HR Consulting Job Location: New Delhi, Delhi, India Employment Type: Full-time Experience Required: 10 years Role &

responsibilities : 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 valuable 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 Robust 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 & its functionalities .

Industry

BFSI

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