Pms Operations

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:...

**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...

**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...

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...

Position Overview: The Head of PMS Operations is a senior leadership role responsible for overseeing and managing the operations of the Portfolio Management System (PMS) within the organization. This role requires a strong understanding of financial and investment processes, excellent leadership skills, and a proven track record of effectively managing and...

Job Description: - PMS & AIF - Investor Onboarding - KYC documents - Distributor relationship management - Handle all customer & Distributor queries and escalation - CRM management - Engage with multiple internal departments to resolve issues within specified TAT - Ensuring that all queries are resolved within pre-defined TAT - Decent Excel skills Pay:...

-Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

- We are hiring an experienced professional for the position of Assistant Manager - AIF/PMS Operations.- The ideal candidate will have a strong background in accounting, operations, and compliance, with a focus on Alternative Investment Funds (AIF) and Portfolio Management Services (PMS).Roles and Responsibilities:- Supervise fund administrators/accountants...

_**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...

Greetings! We are pleased to announce that we are hiring for leading CA firm. Location**:Andheri (Mumbai)** Designation**:Assistant Manager** - **PMS / AIF Operations** Qualification: MBA / Inter CA Require 3 years of experience in PMS / AIF operations Job Profile: - Accounting concepts are thorough and can command supervision over fund administrator/...

About the RoleThe Assistant Manager for PMS Dealer will support the management and operations of the PMS department, ensuring the delivery of high-quality investment services to clients.This role involves collaborating with the team to enhance client relationships, oversee portfolio performance, and assist in strategic planning.

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 &...

Position Overview:Seeking a dynamic and experienced professional to lead our equity portfolio management sales function. The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets...

Location – Mumbai – Lower Parel/Position:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMS Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel...

Position Overview: Seeking a dynamic and experienced professional to lead our equity portfolio management sales function. The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets...

Position Overview:Seeking a dynamic and experienced professional to lead our equity portfolio management sales function. The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets...

Position Overview: Seeking a dynamic and experienced professional to lead our equity portfolio management sales function. The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets...

Position Overview: Seeking a dynamic and experienced professional to lead our equity portfolio management sales function. The Head of Portfolio Management Sales will play a pivotal role in driving the strategic direction and operational success of our portfolio management business, focusing on delivering exceptional client outcomes and scaling our Assets...

Job Overview:The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management andoperations of the PMS department, ensuring the delivery of high-quality investment services to clients. This roleinvolves collaborating with the team to enhance client relationships, oversee portfolio performance, and assistin strategic...

Job Overview:The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management andoperations of the PMS department, ensuring the delivery of high-quality investment services to clients. This roleinvolves collaborating with the team to enhance client relationships, oversee portfolio performance, and assistin strategic...