Private Wealth Operations Professional – PMS / AIF / Mutual Fund & TPP

We are looking for an experienced Private Wealth Operations professional to manage operations for PMS, AIF, Mutual Funds, and other third-party products. The role involves vendor data reconciliation, MIS preparation, revenue reporting, and system uploads.

Key Responsibilities:

• Operations handling for PMS, AIF, MF, and TPP products
• Vendor data and revenue reconciliation
• Preparation of client-wise, product-wise, and revenue MIS
• Generation of product and revenue reports
• Data upload and validation in Miles Wealth Management software
• Coordination with vendors and internal teams
• Ensuring data accuracy and timely reporting

Key Skills:

• PMS / AIF / Mutual Fund Operations
• Private Wealth Operations
• Vendor & Revenue Reconciliation
• MIS & Reporting
• MS Excel (Advanced)
• Miles Software (Preferred)

Qualification:

• Graduate / Postgraduate in Finance, Commerce, or related fieldExperience Required:
• Minimum 5 years in Private Wealth / PMS / AIF / MF / TPP Operations