PMS Executive

Job Description

About Company: NNM Group as a Market Maker has successfully helped numerous of its SME & MSME clients to list themselves successfully on the exchange & create value for themselves as well as for investor. The NNM Group is member of the Bombay Stock Exchange (BSE), National Stock Exchange (NSE), Multi-Commodity Exchange (MCX), National Commodity Exchange (NCDEX), Central Depository Services Limited (CDSL). Website: www.nnmsecurities.com Responsibilities: PMS  Form Filling for PMS account opening.  Co-ordinate with custodian and clients  Submit SEBI reports ( Monthly/quarterly/annually)  Generate Investment statement from the portal and mail it to clients  Checking of cash Flow  Preparing trade and allocation files and report to custodian  Aware about SEBI requirements and compliances  Preparing of one pager and stock research report MUTUAL FUND  Filling the forms (offline) and send the new request to the respective AMC.  Placing the online request through particular mutual fund’s websites.  Handling the client’s query.  Updating the investments of client’s portfolio on the portal as required.  Follow up the request sent to the AMC’s within 3 days & follow up regarding KYC, if not generated.  Submission of Mutual Fund’s form Requirement: - Good communication skills - Knowledge of Financial market, Insurance, Mutual Fund - Knowledge of MS Office - NISM V-A Certificate (Preferred) Show more Show less