About PMS Financial Services: PMS Financial Services is a trusted name in the financial advisory and investment management space, offering clients a wide array of solutions including equities, mutual funds, portfolio management services and more. With a focus on transparency, ethics, and performance-driven results, we empower investors to achieve long-term financial success. Role Overview: We are seeking a motivated and proactive Equity & Mutual Fund Sales Executive to join our growing team. This role involves direct client interaction, understanding financial goals, and providing tailored investment solutions in equity and mutual fund segments. Key Responsibilities: Promote and sell equity and mutual fund products to retail and HNI clients. Understand client risk profiles and recommend suitable investment options (SIPs, lump sum investments, equity portfolios). Develop and maintain strong client relationships through consistent follow-ups and periodic portfolio reviews. Meet and exceed monthly and quarterly sales targets. Stay updated on market developments, regulatory guidelines, and product innovations. Coordinate with internal research and advisory teams for customized client solutions. Qualifications: Graduate in Finance, Commerce, Economics, or a related field. NISM Mutual Fund (Series V-A) certification; NISM Equity Derivatives (Series VIII) preferred. 1–5 years of relevant experience in mutual fund and equity sales. Strong interpersonal and communication skills. Ability to work independently and manage a client base. What We Offer: Competitive fixed salary with high-performance incentives. Supportive work environment and ongoing professional development. Exposure to high-net-worth clients and advanced investment strategies. Growth opportunities within a reputed financial services firm. Job Types: Full-time, Permanent Pay: ₹250,000.00 - ₹350,000.00 per year Benefits: Leave encashment Paid time off Compensation Package: Performance bonus Schedule: Day shift Experience: total work: 1 year (Required) Work Location: In person
(Only Male Candidates Preferred) Job Summary: PMS Financial Services is looking to hire a Equity Research & Operations Associate who can support the investment, trading and client handling team with the below. The role will be crucial in business development and planning market strategies for the business. Experience: Minimum 2+ Years Roles & Responsibilities: - Undertaking Financial Research and Analysis Specific to Sectors/Companies and maintaining Client relationships on research. - Communicating trading calls and investing ideas to customers. - Handling Mutual Funds and end to end operations of it. - Able to trade on behalf of clients, keeping them informed about the rates, research information and market outlook, order & trade details and confirmation. - Ability to advice the clients from time to time based on the research calls. - Maintain cordial relationship with existing clients. - Maintaining communications and coordinating with teams to make sure constant & smooth operations on a routine basis. - Should be able to run & manage Back-office software. - Microsoft Office proficient. Requirements & Skills: - Bachelor's/Master's in business, finance, or commerce from a reputed college/university. - CFA Level 1 is a plus. - Candidate should be ready to take ownership for work & be disciplined. - Should have basic understanding of the Financial Markets- Equity, Mutual Funds & Debt. - Strong Interpersonal, relationship building and leadership skills. - Microsoft office proficient (Esp. MS Excel). Job Type: Full-time Pay: ₹25,000.00 - ₹40,000.00 per month Benefits: Leave encashment Schedule: Day shift Education: Bachelor's (Required) Experience: Equity research: 1 year (Required) Work Location: In person
For CA / CFA (Minimum 1 Yrs Experience) or MBA In Finance (Minimum 2 yrs experience ) We’re Hiring – Investment & Portfolio Analyst Location: Ahmedabad Salary Range: ₹30k – ₹60k/month We're looking for a dynamic finance professional who has cleared CA / CFA / MBA , is passionate about investment decision-making, portfolio construction, and financial research . Who Should Apply? If you're someone who: Has strong conceptual and practical understanding of equity markets, asset allocation, and portfolio strategies Enjoys financial modeling, research writing, and investment evaluation Wants to work directly with decision-makers in building high-performing portfolios Must-Have Skills: Equity Research & Valuation (DCF, Relative Valuation) Understanding of PMS and Mutual Funds Risk Management & Asset Allocation principles Financial Statement Analysis Proficiency in Excel, PowerPoint, and other databases Clear communication and structured thinking This is a hands-on role , ideal for a professional ready to contribute from Day 1 and grow within a fast-paced, intellectually stimulating environment. Interested or know someone who fits? Drop a message or apply directly via DM. #Hiring #FinanceJobs #AhmedabadJobs #CFA #CA #PortfolioManagement #EquityResearch Job Type: Full-time Pay: ₹30,000.00 - ₹60,000.00 per month Benefits: Leave encashment Education: Master's (Required) Experience: Equity research: 1 year (Required) Work Location: In person
Are you passionate about finance and helping people achieve their investment goals? Join our dynamic team and build a rewarding career in Mutual Fund Distribution & Sales ! Role: Mutual Fund Sales Executive Location: C. G. Road, Ahmedabad Firm : PMS Financial Services What You’ll Do: Build and maintain strong client relationships. Educate clients about mutual fund products and assist them in making informed investment decisions. Achieve sales and business development targets. Stay updated on financial market trends and products. What We’re Looking For: Graduate in any discipline (Finance background preferred). Strong communication & interpersonal skills. Passion for sales and customer service. AMFI/NISM Certification preferred (or willingness to obtain). What We Offer: Attractive salary + performance-based incentives. Training & certification support. Career growth opportunities in financial services. A supportive and collaborative work environment. Qualifications: Graduate in Finance, Commerce, Economics, or a related field. NISM Mutual Fund (Series V-A) certification. 1–2 years of relevant experience in mutual fund and equity sales. Strong interpersonal and communication skills. Ability to work independently and manage a client base. What We Offer: Competitive fixed salary with high-performance incentives. Supportive work environment and ongoing professional development. Exposure to high-net-worth clients and advanced investment strategies. Growth opportunities within a reputed financial services firm. Job Types: Full-time, Permanent Pay: ₹250,000.00 - ₹450,000.00 per year Benefits: Leave encashment Paid time off Experience: total work: 1 year (Required) Work Location: In person
Are you passionate about finance and helping people achieve their investment goals? Join our dynamic team and build a rewarding career in Mutual Fund Distribution & Sales ! Role: Mutual Fund Sales Executive Location: C. G. Road, Ahmedabad Firm : PMS Financial Services What You’ll Do: Build and maintain strong client relationships. Educate clients about mutual fund products and assist them in making informed investment decisions. Achieve sales and business development targets. Stay updated on financial market trends and products. What We’re Looking For: Graduate in any discipline (Finance background preferred). Strong communication & interpersonal skills. Passion for sales and customer service. AMFI/NISM Certification preferred (or willingness to obtain). What We Offer: Attractive salary + performance-based incentives. Training & certification support. Career growth opportunities in financial services. A supportive and collaborative work environment. Qualifications: Graduate in Finance, Commerce, Economics, or a related field. NISM Mutual Fund (Series V-A) certification. 1–2 years of relevant experience in mutual fund and equity sales. Strong interpersonal and communication skills. Ability to work independently and manage a client base. What We Offer: Competitive fixed salary with high-performance incentives. Supportive work environment and ongoing professional development. Exposure to high-net-worth clients and advanced investment strategies. Growth opportunities within a reputed financial services firm. Job Types: Full-time, Permanent Pay: ₹250,000.00 - ₹450,000.00 per year Benefits: Leave encashment Paid time off Experience: total work: 1 year (Required) Work Location: In person
ABOUT PMS Financial Services: PMS Financial services is your new age Wealth Management partner. A dynamic team that carries out cutting edge research. PMS Financial Services cuts through the clutter and ensures clients achieve comprehensive financial security while providing them with an unprecedented understanding of the market. Job Title – Executive Assistant We are looking for a proactive and detail-oriented Executive Assistant to directly support our CEO in managing daily schedules, meetings, and key operational tasks. Key Responsibilities: Manage and update the CEO’s day-to-day calendar. Coordinate and assist in meetings, ensuring smooth execution. Handle scheduling, reminders, and follow-ups effectively. Maintain discipline in time management and task execution. Act as a reliable support system for the CEO with confidentiality and professionalism. Requirements: Candidate should have a minimum Graduation or Equivalent degree Proficiency in Google Workspace tools (Gmail, Calendar, Sheets, Docs, Drive) and MS Excel for efficient coordination. Strong interpersonal and communication skills. Excellent organizational and time-management abilities. Ability to multitask and work in a fast-paced environment. Teamwork and leadership skills High level of discipline and responsibility. Prior experience in executive assistance/operations is an advantage. Location: Ahmedabad Employment Type: Full-time If you are someone who thrives in a structured role and can keep things running seamlessly, we’d love to hear from you! Job Type: Full-time Pay: ₹25,000.00 - ₹35,000.00 per month Language: English (Preferred) Work Location: In person