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