B
Bandhan Amc
Associate- PMS /AIF Operations
Skills
RCompliance
1 month ago
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Important information
Contract type:
Permanent
Work mode:
Onsite
Published on:
11 September 2026
What they need
Roles and Responsibilities :
- Handling Client Documentation as per checklist to ensure smooth onboarding of AIF/PMS as well as
- Distributors
- Ensuring compliance with SEBI Regulations while onboarding new clients
- Co-ordination with the sales RM for obtaining proper documentation from the investor
- Co-ordinating with Custodians to open Demat account
- Replying to Investor queries
- Sending various communication to Clients / Investors/ Distributors
- Co-ordinating with R & T agent
- Maintaining records of Distributors, commission payment
Job Requirements :
- 2 - 4 yrs. experience in PMS / AIF Customer Service & Operational background
- Strong understanding of PMS / AIF -SEBI Regulations, knowledge of PMLA/ AML
guidelines - Proficiency in Wealth Spectrum / Wealth Connect
- Excellent communication skills with ability to work effectively across multiple stakeholders.
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