Pms Operational Role

5 days ago

Pune Maharashtra, India Expertrons Full time

Invesq - India, Maharashtra, Pune Posted on 22nd May Experience - 2 - 4 years - Salary - INR 180000 - INR 300000 - Job Type - Full-time - Industry - Financial Services - Job Description We are SEBI Registered Equity Investment Advisor and manage HNI and Corporate money in equities for our clients. Position - PMS (Portfolio Management Service) Operations Manager 1. Role - Leading and Managing PMS Operations in co-ordination with the current operations Team. 2. Key Areas of Work Include - Closely working with senior management to: a. Ensure smooth functioning of Operations Process, b. Coordinate with various distributors & clients for documentation part, c. KYC & Client Onboarding d. Timely assistance in Compliance Requirements, e. Use of Basic Excel & MS Office Tools in day-to-day work. f. Maintenance of Records (Electronic & Physical) 3. Minimum Qualification Requirements - a. Either Post-Graduate or Semi Qualified CA/CMA/CS(i.e DropOut) b. Minimum 2 Years Experience in Related Activities in the Securities Market which may be in working in a PMS, Stock Broker, Investment Advisor, mutual fund etc. c. Good Linguistic & Communication Skills - English Compulsory d. Excellent Skills in MS Office Operations e. Inquisitiveness, Willingness to Learn, Adaptability, Team Player, and Problem **Required Skills**: Communication Skills Finance Office suites (MS Office, G-Suite, iWork)

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