PMS Operations Executive

What You’ll Do

1. Support the Principal Officer & Compliance Officer in PMS operations.
2. Coordinate with custodians, brokers & back-office teams.
3. Assist in trade execution workflows and portfolio reporting.
4. Handle client onboarding, KYC, documentation & compliance processes.
5. Maintain SEBI-mandated records and reports.
6. 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.

Experience : (Mandatory)

An experience of at least two years in related activities in the securities market 

including in a portfolio manager, stock broker, investment advisor or as a fund manager.