Location : Goregaon/Thane

Requirements :

• MBA/PGDM – Finance.
• Experience of minimum 3 to 10 years in PMS Operations is mandatory.
• Must have knowledge of PMS regulation, KYC norms and mutual fund operations.
• The candidate must have good communication & presentation skills.
• Self-starter, proactive & target oriented behaviour will be appreciated.
• NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification is mandatory.

• The ideal candidate should have experience in handling periodic reconciliations for Banks, Brokers, Mutual Fund and Demat holdings.
• Execution of Funds Settlement of HNI & NRI clients.
• To process closure / partial withdrawals for PMS Accounts with due diligence and making final / partial payments to client in form of cash or scrips.
• To process different types of requests of the client in the system, like freezing/un freezing and activation of the PMS clients & pass out to distributors.
• Preparation of reports to be submitted to SEBI on needs basis.
• Maintaining records and co-ordination with auditors for resolution of audit queries.
• Providing priority services to clients by maintaining MIS reporting & returns on investments.