PMS Operations

4 weeks ago

Surat, India NJ Group Full time
About NJ Group:

NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor network, asset management, real estate, insurance broking, training & development and technology. Our rich experience in financial services, combined with executional capabilities and strong process & system orientation, has enabled us to shape a rising growth trajectory in our businesses.

Product ranges are MF, Insurance, Realty, Information Technology, Wellness, Interiors, Loan..

NJ Group is based out of Surat in Gujarat, India and has presence in 165+ locations in India, Mauritius & Dubai and has over 2000+ employees and over 42,105+ Active Advisors (Partners) associated. The total Asset Under Advice of 2,42,599 Cr. of more than 34 Lacs investors.

About NJ Asset Management:

NJ asset management is a 100% subsidiary of NJ India Invest. It’s the asset management arm of the group having mutual funds business and PMS business.

It is headed by Mr. Vineet Nayyar (Deputy CEO) who has 20 years of experience in mutual funds business. Its vision is to provide relevant products to Indian investors covering equity mutual funds, ETFs, fixed income funds and international equities and become knowledge partners with distributors and partners.

Simplicity, discipline and rules based investing will be at the core of NJ asset management’s business philosophy and investment strategy.

NJ AMC’s core investment philosophy

NJ AMC uses a factor based investing approach for all its MF and PMS offerings. We currently manage over Rs. 11,311 cr across these offerings making NJ AMC the largest factor investment firm in India. To read more about factor investing visit AMC is committed to this rule based active investing approach and will seek to launch products and services that are in sync with this commitment

Job Profile:

1. PMS Onboarding Applications to be processed within TAT including NRI and Non individuals2. Coordination for Trading-Demat account opening & verification step before processing of PMS account opening3. PMS Top Up Applications verification & maker entry in PMS system within TAT (Physical + Email)4. PMS Switch Applications verification & maker entry in PMS system within TAT (Physical + Email)5. PMS Partial Closure (Redemption) Applications verification & maker entry in PMS system within TAT (Physical + Email)6. PMS Full Closure / Transfer / Transmission to be processed within TAT (Physical + Email)7. CKYC Processing of proposed clients & fetching KYC of processed PMS Applications8. Mandate & SIP Registration / Cancellation within TAT9. Performing reconciliation of funds with the applications received from various modes10. Modification Requests to be processed within TAT (Physical)11. Timely Solving Queries received from Customer care12. Assisting Direct clients for various transactions including account opening and all further Financial as well as non financial transactions13. Performing PMLA and other regulatory checkpoints for new and existing investors14. Maintaining various MIS with reference to above activities15. Communication to Branch team and distributors for deficiencies in the transaction including non financial transactions16. Sending Client Master to custodian for account creation at their end.

  • PMS Operations

    1 month ago

    surat, India NJ Group Full time

    About NJ Group: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor...

  • PMS Operations

    1 month ago

    surat, India NJ Group Full time

    About NJ Group:NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor...

  • PMS Operations

    1 month ago

    Surat, India NJ Group Full time

    About NJ Group:NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor...

  • PMS Operations

    1 month ago

    Surat, India NJ Group Full time

    About NJ Group:NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products distributor...

  • PMS Operations

    1 month ago

    Surat, India NJ Group Full time

    About NJ Group: NJ Group is a leading player in the Indian financial services industry known for its strong distribution capabilities. Started in the year 1994 with the establishment of NJ India Invest Pvt. Ltd., the flagship company, has now diversified into various businesses and today has presence in businesses ranging from financial products...

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