Associate - PMS Operations & Client Relations

Company Description- CAGRfunds is a wealth management firm currently providing investment solutions to clients in India and abroad. We are setting up a new vertical for our Portfolio Management Services (PMS) offerings (license expected in next 2 weeks). We and are looking for the right fit candidate to join us as part of the core team and work on building the new business for us.  

Role Description

We are looking for a proactive, detail-oriented professional to lead the initial setup and execution of our PMS business post receipt of the PMS licence. The role will involve coordinating across multiple stakeholders, ensuring smooth operational execution, supporting compliance requirements, and contributing to investment research and investor education initiatives.

This is an excellent opportunity for someone who wants to build a long-term career in wealth management and gain hands-on exposure to setting up and scaling a PMS business.

Qualifications

• Support the end-to-end setup and operationalization of the PMS business
• Liaise with custodians, brokers, banks, technology partners, and other service providers.
• Coordinate compliance activities, documentation, and regulatory requirements.
• Manage client onboarding, KYC, account opening, and ongoing servicing.
• Assist in trade execution and portfolio operations.
• Support investment research and prepare market updates, presentations, and investor education material.
• Provide performance reports to clients and ensure quick resolution of client queries
• Ideate around how to setup better systems and processes in place to build for scale

Candidate Profile & Skill required

• 1–2 years of experience in wealth management, PMS, AIF, mutual funds, or financial services.
• Strong understanding of financial markets and investment products.
• Excellent communication, project management skills, coordination, and execution skills.
• Inspection skills to review documentation, verify data accuracy, and ensure compliance with internal and regulatory standards
• High attention to detail and strong execution capabilities.
• Ability to work in a fast-paced, entrepreneurial environment.
• Ability to structure, organise and delegate amongst team
• Proficiency with spreadsheets, reporting tools, and basic financial calculations; familiarity with investment products is an advantage.
• Bachelor's degree in Finance, Commerce, Business, or a related field; prior experience in wealth management, PMS, or financial services operations is preferred.

Location: Wadala East, Mumbai

Experience: 1–2 years