Wealth and PMS Operations

Job Description Process ARN and broker-code transfer requests end-to-end, coordinating with AMCs, RTAs, and internal stakeholders within defined TATs.Manage day-to-day operations for Wealth and PMS accounts, including onboarding, KYC, and folio/account maintenance.Process and verify transactions purchases, redemptions, switches, SIP/STP/SWP registrations, and corporate action updates.Coordinate with custodians and depositories for PMS trade settlements, holdings reconciliation, and reporting.Reconcile client holdings, cash positions, and NAV data between internal systems, RTAs, and custodians.Ensure timely and accurate MIS/reporting for management, partners, and clients on transaction and portfolio status.Track and resolve operational queries and escalations from clients, partners, and internal teams within SLA.Ensure adherence to SEBI, AMFI, and internal audit/compliance requirements across all operational processes.Identify and implement process improvements and automation opportunities to enhance operational turnaround and accuracy.Maintain proper documentation and audit trails for all wealth and PMS operational activities. Required Skills ['Wealth Management', 'PMS', 'Mutual Funds'] Additional Information Use public JD while sourcing. .