15h Left Portfolio Management Associate

7 days ago


Mumbai, Maharashtra, India SKS Enterpprises - Human Resource Planning and Management Full time
Job Description

Position Name - PMS Operations Specialist

Location - Wadala, Mumbai

Experience Range - 1-3 yrs

Mandatory Requirement:

- 1-3 years of experience working in a Portfolio Management
- Services (PMS)
- Experience in Client Onboarding, Compliance Reporting, Coordination & Operations.

About the client:

Company, is a SEBI-registered portfolio management services firm based in Mumbai, India, specializing in disciplined, research-driven investment strategies for individual and institutional clients

Job Roles and Responsibilities:

Client Onboarding: Facilitate the end-to-end client onboarding process, ensuring a seamless

experience for all clients, including NRI clients.

Compliance Reporting: Prepare monthly and quarterly compliance reports as per SEBI regulations.

Coordination & Operations: Collaborate with the fund accounting and custody teams to manage

day-to-day operations. Work closely with the compliance and tax accounting teams to ensure all

operations adhere to internal and external guidelines.

Team Collaboration: Work effectively within small teams, demonstrating a willingness to learn and

take initiative.

Additional Tasks: Utilize knowledge of Tally or any ERP system to assist with accounting

operations. Support other operational and administrative tasks as required.

Qualification and Experience:

- Educational Background: Minimum of a Bachelor&aposs degree.
- Professional Experience: 1-3 years of experience working in a Portfolio Management
- Services (PMS) role. Prior experience in onboarding NRI clients is a plus.
- Certifications: NISM or SEBI certifications are advantageous.
- Skills & Competencies: Strong analytical and problem-solving skills. Excellent
- communication and interpersonal skills. Ability to work independently and as part of a
- small, dynamic team. Familiarity with Tally or similar ERP systems is preferred.
- Additional Attributes: High level of integrity and attention to detail. Proactive and willing to
- continuously learn and adapt in a fast-paced environment.

  • Mumbai, Maharashtra, India The Management Recruitment Group (MRG) Full time

    Job DescriptionThe Management Recruitment Group (MRG) is seeking a highly skilled and organized Executive Administrative Assistant 15h Left to provide exceptional support to the CEO.


  • Navi Mumbai, Maharashtra, India Classified Jobs Full time

    Classified Jobs seeks a highly skilled Senior Ledger Manager to lead our accounting function. As an experienced Accountant (15h Left), you will be responsible for managing the company's ledger accounts, ensuring accuracy and efficiency in financial transaction processing.Your key responsibilities will include:Management of ledger accounts, including journal...


  • Mumbai, Maharashtra, India MUDRA PORTFOLIO Full time

    Company OverviewMudra Portfolio Managers offers comprehensive financial solutions and transaction expertise. We provide services like portfolio advisory, wealth management, loans, debt syndication, real estate and strategic business consultancy. Job Summary We are seeking a Customer Service Manager to handle individual retail & HNI customers. The ideal...


  • Navi Mumbai, Maharashtra, India Classified Jobs Full time

    Career Opportunity at Classified Jobs: We are looking for an experienced Accounting Specialist to manage the company's financial operations. Your primary role as Accountant (15h Left) will involve overseeing the accounting function, ensuring accuracy and efficiency in financial transaction processing.The key responsibilities include:Accurate recording of...


  • Mumbai, Maharashtra, India The Management Recruitment Group (MRG) Full time

    Company Overview:The Management Recruitment Group (MRG) is a leading recruitment agency specializing in management and executive placements. Our team of experts has extensive knowledge and experience in matching top talent with industry-leading companies.Job Summary:We are seeking an experienced Executive Administrative Assistant 15h Left to join our team....


  • Mumbai, Maharashtra, India Deutsche Bank Full time

    Job DescriptionPosition OverviewJob Title: Portfolio Analyst, ASLocation: Mumbai, IndiaRole Description- Loans / lending commitments are a key component of the relationships held by Deutsche Bank with its corporate and financial institutional clients. Relationship loans are typically issued to support the generation of franchise revenues booked by the...


  • Mumbai, Maharashtra, India Echobooom Management & Entrepreneurial Solutions Private Limited Full time

    Job DescriptionJob Profile: As a Business Management Associate, you will be an integral part of our dynamic team, contributing to the growth and success of our clients and the company. You will undergo a comprehensive training program designed to provide you with a holistic understanding of various business functions, including marketing, sales, human...


  • Mumbai, Maharashtra, India Marriott International Full time

    Job DescriptionAdditional InformationJob Number25033242Job CategoryFood and Beverage & CulinaryLocationJW Marriott Mumbai Sahar, IA Project Road, Mumbai, Maharashtra, India, 400099VIEW ON MAPScheduleFull TimeLocated RemotelyNPosition Type Non-ManagementPosition SummaryPrepare ingredients for cooking, including portioning, chopping, and storing food. Wash and...


  • Navi Mumbai, Maharashtra, India Classified Jobs Full time

    At Classified Jobs, we are seeking a Financial Controller to join our team. As an experienced Accountant (15h Left), you will be responsible for the day-to-day accounting of financial transactions in books for all managed entities.Main Responsibilities:Complete accurate accounting of vendors invoices with correct GL code and cost center in system with proper...


  • Mumbai, Maharashtra, India Echobooom Management & Entrepreneurial Solutions Private Limited Full time

    Job DescriptionAs a Brand Management Associate, you will be an integral part of our dynamic team, contributing to the growth and success of our clients and the company. You will undergo a comprehensive training program designed to provide you with a holistic understanding of various business functions, including marketing, sales, human resources development,...


  • Mumbai, Maharashtra, India Marriott Full time

    Job Number 24153084 Job Category Reservations Location JW Marriott Mumbai Juhu Juhu Tara Road Mumbai Maharashtra India Schedule Full-Time Located Remotely N Relocation N Position Type Non-ManagementPOSITION SUMMARYProcess all reservation requests changes and cancellations received by phone fax or mail Identify guest reservation needs and determine...


  • Mumbai, Maharashtra, India Artha Group Full time

    About Artha GroupArtha Group is a premier venture capital and private equity firm, managing an AUM of ₹1,000+ crores across Artha Venture Fund, Artha Select Fund, and Artha Continuum Fund. With a portfolio spanning 116+ high-growth companies, including OYO Rooms, Purplle, Rapido, and Karza Technologies, we are at the forefront of investing in...


  • Mumbai, Maharashtra, India The Premier Consultants ( Recruitment Company ) Full time

    The Premier Consultants (Recruitment Company) invites applications from experienced professionals for the position of Portfolio Management Executive. As a Senior Manager/AVP, you will be responsible for overseeing the performance of corporate clients' credit portfolios.Your key duties will include:Designing and implementing effective credit risk management...


  • Mumbai, Maharashtra, India Sheraton Imperial Kuala Lumpur Hotel Full time

    Job DescriptionJob SummaryPosition assists the Manager in the execution of meetings and events and driving the implementation of the brand service strategy and brand initiatives. Works to meet customer needs at meetings and events and assists in growing event revenues. Handles issues and conflicts that may arise duing meetings or events. Conducts daily...


  • Mumbai, Maharashtra, India Ground Zero Full time

    Role - Associate Sr Associate Mumbai Experience 3 years Salary Up to 9LPAOrganisation Overview Samhita is a social impact consulting firm with a vision to build a xe2x80x98better normal The better normal reimagines business environments where social value is an integral aspect of growth putting stakeholders and environmental guardianship at the...

  • 15h Left: Food

    3 weeks ago


    Mumbai, Maharashtra, India Marriott Full time

    Job Number 24111831 Job Category Food and Beverage Culinary Location Navi Mumbai Marriott Hotel D 264 TTC Estate Navi Mumbai Maharashtra India Schedule Full-Time Located Remotely N Relocation N Position Type Non-ManagementPOSITION SUMMARY - F B and Event Service ExpertOur jobs aren t just about putting food on the table or serving guests during a...


  • Mumbai, Maharashtra, India Ares Wealth Management Solutions Full time

    Over the last 20 years Aresxe2x80x99 success has been driven by our people and our culture Today our team is guided by our core values xe2x80x93 Collaborative Responsible Entrepreneurial Self-Aware Trustworthy xe2x80x93 and our purpose to be a catalyst for shared prosperity and a better future Through our recruitment career development and...


  • Mumbai, Maharashtra, India Deutsche Bank Full time

    Job DescriptionPortfolio Manager, AssociatePosition OverviewJob Title: Portfolio ManagerLocation: Mumbai, IndiaCorporate Title: AssociateRole DescriptionRisk & Portfolio Management (RPM) is part of the global Trade Finance and Lending (TF&L) group and is responsible for developing and coordinating a comprehensive risk-to-revenue strategy to maximize...


  • Mumbai, Maharashtra, India MUDRA PORTFOLIO Full time

    About MUDRA PORTFOLIO MANAGERSMudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise.Our mission is to provide excellent customer service and deliver quality financial products tailored to our clients' needs. We strive to build strong...


  • Mumbai, Maharashtra, India myGwork Full time

    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. JOB SUMMARYThe role holder will be responsible for proactively managing the credit risk & risk/return...