Operations Manager

Karvy Group

Accurately and effectively administer and oversee day to day management of PMS fee based accounts

Co-ordinate with teams (DP, AMC, CAMS, Settlement, Clearing, Broker) for end-to-end transaction execution

Handle account opening process, up-dation of files and data using MILES software

Opening and Closing of Portfolio/Fee based accounts including the establishment of cost bases on individual investments

Manage Account billing processes, Income distribution, and Portfolio reconciliations across the various platforms

Continually review procedures and amend accordingly, ensuring key risks and controls are adequate.

Primary Portfolio Service contact with legal and compliance teams regarding policy / regulatory changes.

Delivery of portfolio management information, including valuation, and reporting to the management

Liaison with external parties including fund managers and advisors

Experience : 4 - 5 Years

No. of Openings : 1

Education : Any Bachelor Degree

Role : Operations Manager

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India