Pms Executive
4 days ago
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 PMS software for portfolio updates and reporting.
- Maintaining accurate data records in back-office systems.
Pay: ₹21,000.00 - ₹25,000.00 per month
Work Location: In person
-
Pms/ Aif
2 weeks ago
Mumbai, Maharashtra, India Veena Placement Services Full time**Job Title-** PMS/ AIF - Operations **Direct Reporting**: - VP - Operations **Designation**: - Executive/Sr. Executive **Department**: - Customer Service **Location**: - Mumbai, IB **PURPOSE OF THE ROLE**: - PMS/AIF - Client Servicing & Operation **KEY ACTIVITIES** - Handling Client Documentation as per checklist to ensure Smooth Onboarding of...
-
Pms Executive- Kyc Operations
4 days ago
Bandra West, Mumbai, Maharashtra, India Enrolsy Full timeWe're Hiring **Senior Executive - PMS/ AIF - KYC Operation **For A Leading CA Firm! Qualification: Graduate / Post Graduate Location: BKC 5 days work week, Sat & Sun are holidays Work timings - 10am to 7pm client is one of the reputed asset management co. in India - running one of the largest Equity PMS - Previously worked with any stock broker, asset...
-
Pms Assistant
2 weeks ago
Mumbai, India Torm Full timeWe are presently looking for a dedicated colleague to join our PMS team in Mumbai. This is a great opportunity to gain experience and contribute to a highly dedicated and international team. **What we can offer** The open position is in the PMS Project Management department which consists of four dedicated team members in Mumbai. Effective planning,...
-
PMS Operations
2 weeks ago
Mumbai Metropolitan Region, India Kotak Mutual Fund Full time ₹ 9,00,000 - ₹ 12,00,000 per yearKey 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...
-
PMS Dealer
2 weeks ago
Mumbai, Maharashtra, India Equentis Wealth Advisory Full time ₹ 12,00,000 - ₹ 36,00,000 per yearPosition Title: Assistant Manager - PMS Dealer .Location: Lower Parel, Mumbai.Department: PMSReports To: Senior ManagerCompany Profile:As part of the Equentis group, we've been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Over a decade later, were proud to have established Indias first online non...
-
PMS Dealer
2 weeks ago
Mumbai, India equentis Full timeJob Overview: The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management and operations of the PMS department, ensuring the delivery of high-quality investment services to clients. This role involves collaborating with the team to enhance client relationships, oversee portfolio performance, and assist in strategic...
-
PMS Dealer
2 weeks ago
mumbai, India equentis Full timeJob Overview:The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management andoperations of the PMS department, ensuring the delivery of high-quality investment services to clients. This roleinvolves collaborating with the team to enhance client relationships, oversee portfolio performance, and assistin strategic...
-
PMS Dealer
2 weeks ago
Mumbai, India equentis Full timeJob Overview:The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management andoperations of the PMS department, ensuring the delivery of high-quality investment services to clients. This roleinvolves collaborating with the team to enhance client relationships, oversee portfolio performance, and assistin strategic...
-
PMS Dealer
1 week ago
Mumbai, India equentis Full timeJob Overview:The Assistant Manager for PMS (Portfolio Management Services) Dealer will support the management andoperations of the PMS department, ensuring the delivery of high-quality investment services to clients. This roleinvolves collaborating with the team to enhance client relationships, oversee portfolio performance, and assistin strategic...
-
PMS Sales
1 week ago
Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time ₹ 5,00,000 - ₹ 20,00,000 per yearJob Profile: To provide support to a Team of Relationship Managers such as coaching, mentoring, joint calls, training, any other help required. To connect with eligible individual and corporate distributors of PMS and AIF and empanel them to distribute the products. To procure Business under different products through RMs/IFAs as well as Directly...