PMS Operations Executive

2 years

3 Lacs

Posted:13 hours ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

What You’ll Do

  • Support the Principal Officer & Compliance Officer in PMS operations
  • Coordinate with custodians, brokers & back-office teams
  • Assist in trade execution workflows and portfolio reporting
  • Handle client onboarding, KYC, documentation & compliance processes
  • Maintain SEBI-mandated records and reports
  • Assist with research, data management & portfolio monitoring

Mandatory Eligibility

✔ Graduation from a recognized university

✔ Minimum 2 years of experience in securities market activities:

  • Portfolio Management
  • Stock Broking
  • Investment Advisor

Skills We Value

  • Good understanding of equity markets
  • Strong analytical and numerical ability
  • Proficiency in Excel and market tools
  • Excellent documentation, accuracy, and compliance mindset

Job Types: Full-time, Permanent

Pay: ₹25,000.00 - ₹33,000.00 per month

Education:

  • Bachelor's (Required)

Experience:

  • Portfolio Management, Stock Broking & Investment Advisor: 2 years (Required)

Language:

  • English (Preferred)

Work Location: In person

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