PMS Operations Executive
3 days ago
Company Description
Moneybee Securities is operating a SEBI registered PMS since 2007.
CAGR Returns of QueenBee
5 years - 48%
Since %
Role Description
The PMS Operations Executive will be responsible for the following tasks
- Monitoring day to day operations
- Attending Client Queries
- Monitoring & Validation of Month End Portfolio Statement
Qualifications
- BBA, BMS-Finance, MBA-Finance
- Strong analytical and problem-solving skills
- Clarity in Concepts like - Corporate Action, Annualized Returns, CAGR
Experience
- Fresher
CTC
- Annual CTC - 3,00,000/-
-
PMS Operations
2 weeks ago
Mumbai Metropolitan Region, India CREST Full time ₹ 6,00,000 - ₹ 18,00,000 per yearJob Title: Operations Manager – Portfolio Management Services (PMS)Location: MumbaiDepartment: OperationsExperience: 5–10 years (in PMS Operations)Role Overview:We are seeking an experienced and detail-oriented professional to join our Portfolio Management Services (PMS) team in Mumbai. The incumbent will play a critical role in overseeing and executing...
-
PMS Operations
1 week 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 Operations Executive
4 weeks ago
Mumbai, India Dezerv Full timeDezerv 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...
-
PMS Operations Executive
4 weeks ago
Mumbai, India Dezerv Full timeDezerv 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...
-
PMS Operations Executive
4 weeks ago
Mumbai, India Dezerv Full timeDezerv 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...
-
PMS Operations Executive
4 weeks ago
Mumbai, India Dezerv Full timeDezerv 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...
-
PMS Operations Executive
1 week ago
Mumbai, Maharashtra, India Dezerv Full time ₹ 9,00,000 - ₹ 12,00,000 per yearDezerv 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...
-
Pms Executive- Kyc Operations
7 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...
-
Manager - PMS Operations
1 week ago
Mumbai, Maharashtra, India 4S Advisory's Full time ₹ 12,00,000 - ₹ 36,00,000 per yearPosition Overview: As a Manager - PMS Operations, is responsible for managing and streamlining operational processes in the Portfolio Management Services domain. This role ensures compliance, efficient handling of client accounts, and coordination between internal and external stakeholders for seamless service delivery. Key Responsibilities: Operational...
-
Manager PMS Operations
6 days ago
Mumbai, Maharashtra, India HSBC Full time ₹ 1,04,000 - ₹ 1,30,878 per yearJob descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.Job...