Pms

Opening demat, bank and PMS accounts. - Daily trade processing and settlement coordination. - Reconciliation of trades and holdings with custodians and brokers. - Ensuring compliance with SEBI PMS regulations and internal policies. - Timely submission of regulatory filings and disclosures. - Managing client agreements and renewal documentation. - Working on...

Type: Full Time CTC: ₹10,00,000 to ₹12,00,000 Per Year Location: hyderabad (On-site), Mumbai (On-site), Bangalore (On-site) Experience: 1-5 Years Notice Period: Upto 30 Days Industry Background: Wealth management Educational Qualifications: MBA in finance, CA or CFA **Must Have** - Experienced with Mutual Funds or AMC or Mutual Funds Advisory. -...

Should have 7+ years of SAP PM experience with Good communication - Analyse and solve the SAP PM/QM and issues - Conduct SAP PM/QM and PS process configuration - Update and maintain all SAP PM/QM and functional documentation - Conduct Unit tests, Integration tests and system Integration and security test - Proactively proposing solutions to improve the...

Vacancy at pms OfficeSujal ShahVacant Position: back office for mutual funds,general, life, health insurance, equity,ipo,pre ipo and propertyRole: Investor Relations, Back Office,Location: malad eastPreference: Female and male candidates (freshers can apply)Job Types: Full-time, Permanent, FresherPay: ₹10, ₹25,000.00 per monthWork Location: In person

Build and maintain a sector-agnostic equity research universe with actionable ideas across themes Implement top-down bottom-up stock-picking frameworks backed by financial modelling and policy event analysis Guide research pipeline across equity technical derivatives and macroeconomic updates Align research ideas with PMS Model Portfolios Invest 30 Value...

Required :- Only Male cadidateResponsibilities :-Client Servicing Serve clients by addressing and resolving their queries efficiently. Maintain excellent telephone and email etiquette in all client interactions.Onboarding Facilitate the onboarding process for AIF, PMS, mutual fund, and broking clients. Carrying out Know Your Customer (KYC) of resident / non...

Key Performance Area: -PMS support Coordinator- Responsible for Liasoning with Backoffice, Product Team & Fund Manager for timely delivery order execution and PMS data Insights.Responsibilities and Duties:Internal Business Process: Report Generation & Data Management• Creating performance analysis and fundamental reports.• Collaborating with Product and...

PM-YouTrack - J49843Role & responsibilitiesWork Location:Andheri (W); Near Azadnagar Metro Station.Skills Required:Strong Exp in "YouTrack".

Experience: 1 to 3 years’ experience Location: Bangalore / Mumbai / Delhi Education: Graduate with AFP/CFP/QPFP Industry: Financial Services / Personal Finance Job description: **Supporting the Client Relationship Manager in identifying client needs and providing them with the right financial planning assistance.** Assisting in the management of client...

PMS Sales Head The PMS Sales Head will be responsible for revenue growth through client acquisition, relationship management, and book expansion, while also providing strategic inputs to strengthen position in the PMS market.Key Development & AUM Growth- Drive new client acquisition to achieve PMS AUM and revenue targets.- Leverage an existing and...