Not specified; not specified; comprehensive hospit...
Sebi portfolio managers regulations 2020 knowledge
Pms operational experience 5-6 years
Miles/wealth spectrum platform proficiency
The role involves managing end-to-end PMS operations including account opening, transaction processing, and client onboarding for Wealth Management clients
Job Summary
The role involves managing end-to-end PMS operations including account opening, transaction processing, and client onboarding for Wealth Management clients.
Candidates must possess a thorough grasp of SEBI regulations and ensure accurate NAV calculations and financial reporting.
The company offers a flexible benefits scheme including gender-neutral parental leaves, childcare assistance, and sponsorship for industry certifications.
Matching Summary
The role involves managing end-to-end PMS operations including account opening, transaction processing, and client onboarding for Wealth Management clients.
Salary
Not specified; Not specified; Comprehensive Hospitalization Insurance, Accident and Term life Insurance, Childcare assistance
Skills & Requirements
Must-have
SEBI Portfolio Managers Regulations 2020 knowledge
PMS operational experience 5-6 years
MILES/WEALTH SPECTRUM platform proficiency
KYC and AML regulatory compliance
NAV calculation and reconciliation skills
Nice-to-have
Strong communication and interpersonal skills
Fluent written and spoken English
Experience with industry relevant certifications
Proactive issue escalation capabilities
Key Requirements
Graduate or Postgraduate in Accounting/Finance
5-6 years of direct PMS operation experience
Hands-on experience with MILES or WEALTH SPECTRUM platforms