0 years

2 - 3 Lacs

Posted:2 weeks ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

  • Processing new client applications and KYC documentation.
  • Opening demat, bank and PMS accounts.
  • Daily trade processing and settlement coordination.
  • Reconciliation of trades and holdings with custodians and brokers.
  • Ensuring compliance with SEBI PMS regulations and internal policies.
  • Timely submission of regulatory filings and disclosures.
  • Managing client agreements and renewal documentation.
  • Working on PMS software for portfolio updates and reporting.
  • Maintaining accurate data records in back-office systems.

Job Type: Full-time

Pay: ₹21,000.00 - ₹25,000.00 per month

Work Location: In person

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