PMS MIS(Data Reporting)

Found in: Whatjobs IN C2 - 2 weeks ago


mumbai, India Aptita Full time

Job Description

MIS Executive*

- MIS reports on trade confirmations, account statements, CRM systems, and internal systems used for PMS and AIF.

- MIS reports on key performance indicators (KPIs) for PMS and AIF operations, including asset allocation, portfolio performance, fees, and regulatory compliance.

- Various Sales MIS reports including sales tracking, Sales pipeline, lead generation, conversion rates, advisor activity, competitor analysis, etc..


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