Pms Operations Executive

Company DescriptionMoneybee Securities is operating a SEBI registered PMS since 2007.CAGR Returns of QueenBee5 years - 48%Since %Role DescriptionThe PMS Operations Executive will be responsible for the following tasksMonitoring day to day operationsAttending Client QueriesMonitoring & Validation of Month End Portfolio StatementQualificationsBBA, BMS-Finance,...

Job Description: We are looking for a detail-oriented Operations Executive to manage client onboarding, reconciliation, custody operations, and reporting functions for our Portfolio Management Services. Key Responding: Client Onboarding & Account Management Manage end-to-end account opening for PMS clients (Individual, HUF, Corporate, NRI, Trust) Coordinate...

**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...

Company Description At Stellar ( we're building AI-powered wealth management for modern Indians. Powered by advanced AI and institutional-grade quantitative research, Stellar Capital Management helps modern Indians achieve smooth net worth growth. The company focuses on true risk diversification that complements a holistic financial picture. Clients...

Company DescriptionAt Stellar (https://stellarcapital.ai/), we're building AI-powered wealth management for modern Indians.Powered by advanced AI and institutional-grade quantitative research, Stellar Capital Management helps modern Indians achieve smooth net worth growth. The company focuses on true risk diversification that complements a holistic financial...

_**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...

Company Description At Stellar ( we're building AI-powered wealth management for modern Indians. Powered by advanced AI and institutional-grade quantitative research, Stellar Capital Management helps modern Indians achieve smooth net worth growth. The company focuses on true risk diversification that complements a holistic financial picture. Clients...

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...