PMS Sales

Job Title: Head - PMS SalesLocation: MumbaiReports To: PromoterJob Summary:The Head - PMS Sales will be responsible for driving the sales of Portfolio Management Services (PMS) products through B2B channels, including Wealth Managers, Private Client Groups (PCG), Banks, and Independent Financial Advisors (IFAs). The role requires a strategic mindset, strong...

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...

Develop and execute B2B sales strategies to meet or exceed sales targets. Identify and pursue new business opportunities across key sectors. Build and maintain strong, long-lasting client relationships.

Provide AM Support (Incident Management/ Change Management and minor enhancements) in SAP PM, CS/SMCandidate should have good knowledge of SAP CS/SM and SAP PM.Ability to manage Support and Development projects Master Data, Maintenance Service Processing, Integration between SD-CS and PM-CS, MM, CO, SAP Mobile.Field Service Management, Preventive...

Company DescriptionInvesQ Investment Managers PMS is an equity portfolio management firm that aims to achieve good risk-adjusted returns over the medium term by investing in a portfolio of 15-20 stocks. Our investment strategy is based on a combination of Quality, Growth, and Valuation parameters. Stocks included in the portfolio may be influenced by Top...

Handling Client Documentation as per checklist to ensure smooth onboarding of AIF/PMS as well asDistributorsEnsuring compliance with SEBI Regulations while onboarding new clientsCo-ordination with the sales RM for obtaining proper documentation from the investorCo-ordinating with Custodians to open Demat accountReplying to Investor queries• Sending various...

Achievement of sales target as per agreed plan.Appointing of Project Dealers in assigned territoryEnsuring relationship & ecosystem mapping with Customers (Industries, Institutional, Governemnt ), Contractors, Architects, MEP Consultants & PMC.

Fund Accounting for AIF/PMS/RIA/IPOPosition – Fund Administration - Investment BankingRequired Skills: AIF/ PMS/ Mutual Fund/ Private Equity.Qualification: CA/MBAExperience: 4 to 5YrsSalary as per Industry standardsJob Description:-Manage end to end Fund Accounting Operations for Alternative Investment Funds (AIF), Cat II & III.SPOC for NAV Operations,...

Ensuring relationship and ecosystem mapping with Customers (Industries, Institutional, Governemnt ), Contractors, Architects, Builder , MEP Consultants & PMC. Increase in SOW from key existing customers and new customers as per ecosystem.

Dezerv is a house of investing solutions for high-net-worth and affluent Indians. Dezerv is co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor. They have led successful wealth management businesses and managed over USD 7 billion in assets. The Dezerv team brings together decades of investing expertise from leading global financial...