Pms Client Servicing and Operations

4 days ago

Tardeo Mumbai Maharashtra, India Talent Selexion Full time

We are looking for a PMS Client Servicing & Operations Executive (no sales targets) to deal with HNI clients and hence need to be very professional in their approach, both spoken and written.

The job role includes the following:
1. Explaining company services to the client.

2. Assist client in onboarding by completing the paperwork and KYC. Includes coordination for document dispatch and physical verification once received from the client.
- *Prior experience in financial markets related to basic KYC regulations is an absolute must._

3. Preparing reports and statements for the clients monthly. Excel knowledge is an absolute must.

5. Attending to any other custom queries of the clients.

**Qualities absolutely needed -**

1. Past experience at PMS, AIF, MF, etc.

2. Working in excel to prepare various reports on daily and monthly basis.

3. Highest level of ethical standards.

4. Honesty and Sincerity.

**Salary**: ₹30,000.00 - ₹36,000.00 per month

Schedule:

- Day shift

Ability to commute/relocate:

- Tardeo, Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (required)

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