Pms Operations Executive

**Key Responsibilities**: - Coordinate and execute trades from Fund Manager/Seniors - Share trade details with brokers, confirm execution, and ensure proper allocation. - Communicate with custodians and ensure accurate settlements. - Daily monitoring of all portfolio balances, stock positions, and health checks. - Prepare Daily, Weekly, Monthly performance...

**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...

**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...

**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 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...

**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**: Assistant Operations Executive **Company**: VD Global Pvt. Ltd. **Location**: Varachha, Surat **Work Hours**: 08:30 AM to 06:30 PM **Key Responsibilities**: - Utilize **Advanced Excel** tools such as formulas, pivot tables, charts, and reporting functions for data analysis and report generation. - Support managers in daily tasks by providing...

Achieve Monthly & yearly sales targets. - Drives sales through the engagement of customers, suggestive selling, and sharing product knowledge. - Understanding the needs of customers & Building rapport through conversation and honest recommendations - Conversion of sale of dormant customers - Drive sales using different strategies eg: Up/Cross-selling, -...