Pune
INR 7.0 - 8.0 Lacs P.A.
Work from Office
Full Time
Candidate should have Minimum 5 years of work experience in a SEBI & RBI regulated organisation. Experience working in a Broking or Investment firm is a must. Good understanding of financial products, Capital Market. Excellent verbal and written communication." data- Daily PMS Operations. Knowledge of account opening for various types of investors under the AIF guidelines. Coordination and Sending trade instructions to Custody / Fund Accountant / RTA / Broker. Need to know about account opening in PMS forms for various client categories. Calculate the NAV Daily, Monthly, and Quarterly. Prepare and submit SEBI report in the required format for AIF. Monthly/Quarterly Payments, TDS return, working and TDS certificates. Solve the Internal, Interim and statutory queries. Follow the transfer and Pledge cases. Calculate the NAV on a daily and periodic basis.">
Mumbai, Pune
INR 6.0 - 6.0 Lacs P.A.
Work from Office
Full Time
Graduate / Post graduate 2 yrs - 8 years of Sales experience in Institutional and Channel Sales of financial products from any financial services industry. Equity/Mutual Fund sales experience is preferred. Should have good communication & presentation skills. Pleasing and positive attitude. Should be a self-starter, proactive & target oriented. Relationship building skills." data- Will be responsible for primarily selling Equity based investment products. To drive business with Purnartha s institutional partners by engaging with them regularly in a structured format at Regional level and central level. Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis. Provide regular updates to the immediate superior as and when required.">
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