Urgently Required Executive/Manager-PWM/PMS operations

Knowledge on Management / Operations of Wealth Platforms in mkt - Eg. Wealth Specturm or Integra (Miles) etc.

Operational Activities for aggregating of various product's / asset's transactional data

Very Good Communication Skills ( Written & Speaking)

Must have performed Recon Activities - MF, Demat, PMS Underlying Data, Cash Recons

Knowledge on Revenue Receivable computations

Should be aware of returns computation like XIRR, TWRR, Absolute, Annualized etc

BSE sTAR platform - for account onboarding and trade placements

Must be aware of sources of Equity , Debt, MF and other product valuations

Bond Interest calculations and accrual concepts

Experience of handling clients in Wealth space. Should be knowledgeable to handle the requirements coming from client and converting them to features of the platform or getting the requirement fulfilled as Operational activity

Swift in Complaint resolutions and take timely decissions wherever applicable

Handled a medium sized team (6 - 7)

Tracking performance of the team