PMS Operations Executive
Anand Rathi Group · Mumbai · onsite · Posted 51d ago
About a minute. You'll make an account on the way through.
About this role
Role & responsibilities:
- Order generation in Wealth spectrum for pool and non-pool clients
- Daily PMS and DP reconciliation
- Processing redemption of PMS
- Instructing custody to debit accounts towards monthly fees and settling the same in wealth spectrum application.
- Checking and uploading SEBI reporting
- Handling compliances.
Preferred Candidates
- Fresher can apply for this role
- 0 - 2 years of experience in PMS Operations / Wealth Management Operations / Capital Markets Operations.
- Hands-on experience in PMS transaction processing and reconciliation.
- Good knowledge of PMS, DP, Custody, redemptions, fees, and settlement processes.
- Good MS Excel skills.
Sourced from naukri
Skills
About Anand Rathi Group
Anand Rathi Group
Mumbai, Maharashtra
India
₹8.1L PA avg
Avg at Anand Rathi Group
About
Anand Rathi Group is one of India's fastest growing full service securities firm. The services offered range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage & Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over 180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions, Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic and result-oriented candidates .
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