Operation Executive-pms

**Role**: Operations Manager **Role Requirement**: - 5+ years of experience in PMS / Broking Operations. - Advanced proficiency in Microsoft Excel. - Graduate with basic understanding of stock market & PMS **Duties**: **Roles & Responsibilities**: - Managing day to day operational activities like preparing & executing transactions, updating portfolio...

**Interaction with Fund Manager**:Engage in conversations with the Fund Manager for various operational matters of PMS. **- Trade Settlement**:Collaborate closely with brokers, custodians, and fund administrators to ensure timely and accurate settlement of trades. Monitor trade confirmations, resolve any discrepancies, and follow up on failed trades....

**Job Summary**: **Key Responsibilities**: - Manage and streamline the process of onboarding new clients for PMS & AIF products, ensuring timely collection and verification of KYC documents and other required information. - Prepare and update client reports on a regular basis, ensuring accuracy and compliance with internal and regulatory guidelines. -...

**ABOUT PMS Financial Services**: PMS Financial services is your new age Wealth Management partner. A dynamic team that carries out cutting edge research. PMS Financial Services cuts through the clutter and ensures clients achieve comprehensive financial security while providing them with an unprecedented understanding of the market. **Job Title - Executive...

**Looking For Operation Executive for MACHINERY SPARE TRADING Firm** **Job description**: - All Administration and operational duties. - Making bills and invoices. - On call coordination with clients. - Have Good communication. - Have proper knowledge of excel sheet and have Draft Professional E-mails. - Handling Order processing functions - Assuring...

**Job Summary** **Duties** - Develop and implement strategic plans to advance the company's mission and objectives - Oversee daily operations of the company and the work of executives - Lead and motivate high-performance teams - Build and maintain relationships with key stakeholders - Monitor financial performance, budgets, and operational metrics - Ensure...

Job PurposeThe PMS Specialist is responsible for building and maintaining the company'sPerformance Management System (PMS) and Standard Operating Procedures (SOPs). This role ensures that all performance metrics and operational processes are clear, standardized, and aligned with company goals. The specialist helps create a culture of accountability and...

**Job Summary**: PMS Financial Services is looking to hire a **Operations & Research Associate** who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business. **Roles & Responsibilities**: - Undertaking Financial Research and Analysis...

**Job Title - Accounts Executive** **Experience: 1-2 years** **Job Summary**:PMS Financial Services is looking to hire an **Accounts Executive** who can update books of account along with managing ERP software. To be successful in this role, you should have previous experience with bookkeeping and a flair for spotting numerical mistakes. Prior experience...

**Key Responsibilities**: - Draft and finalize LOI (Letter of Intent) documents and agreements with franchise partners. - Handle all pre-launch activities, ensuring timely coordination and execution. - Act as the primary liaison between internal teams and franchise partners until the successful launch of the franchise. - Collaborate with the accounts team...