Pms Operations Executive

We have an excellent Opportunity for **Operation Executive** **Experience** : 1-3yrs **Qualification** : Graduates, MBA **Location**: Mumbai, LowerParel **Job Description**: Possess knowledge of Mutual Funds and Insurance Products. Handling documentation for various investment products such as Mutual Funds, FDS, PMS, Insurance and various transaction...

**Job Title-** PMS/ AIF - Operations **Direct Reporting**: - VP - Operations **Designation**: - Executive/Sr. Executive **Department**: - Customer Service **Location**: - Mumbai, IB **PURPOSE OF THE ROLE**: - PMS/AIF - Client Servicing & Operation **KEY ACTIVITIES** - Handling Client Documentation as per checklist to ensure Smooth Onboarding of...

We're Hiring **Senior Executive - PMS/ AIF - KYC Operation **For A Leading CA Firm! Qualification: Graduate / Post Graduate Location: BKC 5 days work week, Sat & Sun are holidays Work timings - 10am to 7pm client is one of the reputed asset management co. in India - running one of the largest Equity PMS - Previously worked with any stock broker, asset...

Handling business operations by following systems and processes. - Handling documentation for various investment products like Mutual Funds, PMS & various transaction platforms, overall compliances and KYC paperwork. - Complete Back office of the Investment functions including updating and maintaining the reporting software IFA Now, Masterstroke etc. -...

**Job Overview**: **Key Responsibilities**: **Data Analysis and Reporting**: Collect, analyze, and interpret complex data sets from various sources within PMS operations. Generate accurate and insightful reports, dashboards, and presentations for internal stakeholders, providing a clear overview of operational performance, trends, and areas for...

At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. **YOUR CHALLENGE**: Responsible for all overall PMS back-office, Account opening, transaction execution, accounting,...

_**Require PMS Dealer (Portfolio Management Services.) at IIFL Capital in Andheri**_ **Position**:* PMS Dealer (Up to Manager Level)*CTC: Up to 10 LPA + INCENTIVES*Location: Andheri (Hubtown). **Job Description** - Handle both Equity and MF NDPMS deals for the Fund Manager. - Utilize Wealth Spectrum and BSE STAR (MF) portals for order placement (training...

Job Title: Operations Executive Location: Mumbai, India Role Overview: You will be working on one of our special projects in elder care as an Operations Executive, you will be responsible for managing vendor onboarding, service fulfilment and service quality. Key Responsibilities: 1.Operational Work for Fulfilment: - Coordinate with internal departments...

JD for Sales Executive/Sr Sales Executive Company Name: The White Teak Company Work Time: 11.00 AM-7.00 PM/12.00 Noon-8.00 PM Reporting to: Store Manager **Your job as Sales Executive/Sr Sales Executive is**: - Supporting the Store Manager in managing the day-to-day operations of the store - Ensuring the store personnel provide exceptional customer...

Fund Accounting & Price / NAV Updation Daily in the software. - Bank Reconciliation. - Demat Reconciliation. - PMS Clients Trade Working. - Client Query and Report requirement. - MF Redemption for Client - Management fees Calculation - Broker Ledger Reconciliation - Performance Calculation - SEBI Reporting - Monthly Fact Sheet - Monthly MIS - Monthly &...

**Overseeing operations**: Ensuring the day-to-day operations run smoothly. - **Improving processes**: Working with different departments to streamline activities and reduce costs - **Implementing strategies**: Developing and implementing strategies to enhance business performance - **Monitoring performance**: Tracking and analyzing key performance...

We require **Domestic Hotels Operations Executive** For T**ours And Travel Company** at **Lower Parel** Position **:Operations Executive - Domestic Hotels Operations** Exp **:1-7Yrs** **Note : Travel company experience must require** Work Location **:Kamala Mills Trade World, Lower Parel West.** Salary **:Nego** - Hotels Operations - Coordinating with...

Invesq - India, Maharashtra, Pune Posted on 22nd May Experience - 2 - 4 years - Salary - INR 180000 - INR 300000 - Job Type - Full-time - Industry - Financial Services - Job Description We are SEBI Registered Equity Investment Advisor and manage HNI and Corporate money in equities for our clients. Position - PMS (Portfolio Management Service) Operations...

We Requires Operation Executive for a travel-tourism company Lower Parel West. Exp : 0-1 yrs Designation : Operation Executive Location : Lower Parel Experience : 0-1Yr **Job Description**: Coordination Villa Booking / Hote lBooking backend work on Company Portal Feel Free to call **8624002967** Regards Aishwary I **Job Types**: Full-time,...

We Requires 2 **Operation & Reservation Executive for a Travel Company at Lower Parel** **Designation : Operation & Reservation Executive** **Experience : 0 - 6 Years** **Notice Period : Immediate or 15 Days** **Job Description**: - Knowledge of preparing customized Itinerary - Coordinating with suppliers and hoteliers directly - Should have negotiation...

We Requires 2 **Operations Executive For a Travel Company at Lower Parel West** Position **:Operations Executive** - Exp: 1 to 10 years - Salary: up to 20-35K (Depends on Cur Sal & Exp) - Position: 4 - Experience in **preparing customized Itinerary** - **Coordinating with suppliers and hoteliers directly** - Should have **negotiation **skills. - Giving...

We are presently looking for a dedicated colleague to join our PMS team in Mumbai. This is a great opportunity to gain experience and contribute to a highly dedicated and international team. **What we can offer** The open position is in the PMS Project Management department which consists of four dedicated team members in Mumbai. Effective planning,...

We have an excellent Opportunity for **Mutual Funds Operation** **Experience** : 2-3 years **Qualification** : Graduates, MBA. **Location**: LowerPar el **Job Description**: Possess knowledge of Mutual Funds and Insurance Products. Handling documentation for various investment products such as Mutual Funds, FDS, PMS, Insurance and various transaction...

Join Our TeamMarkets Mojo is seeking a highly skilled Senior Manager to lead our PMS operations team. As a key member of our team, you will be responsible for overseeing the day-to-day operations of our Portfolio Management System (PMS), including system configuration, data management, and performance measurement.Key Responsibilities:PMS Configuration:...

**Division**: Human Resources **Department**: Center of Excellence **Employment Type**: - Permanent**Job Purpose**: Manage delivery and governance of Performance Management process (from Goal setting to reward letters) and Executive compensation basis market insights in order to attract, motivate, retain the best talent while ensuring alignment to...