Senior Manager - PMS Operations - Bank (3-10 yrs)

- Handling end to end trade execution process

- Streamlining PMS Operations processes

- Communicating with the Client/RM/AM to help resolve their queries with respect to their portfolio performance and tax implication on the same.

- Working closely with software development team for automation and streamlining of daily activities and reporting

- Coordination with Custodian, Regulatory authorities, Exchange, Banker, Auditor, Other Verticals and RM/AM

- Handling regulatory, statutory and corporate compliances and inspections

- Conducting Regular Training sessions on Operational Processes for RM/AM across branches

- MIS and Reporting to the Clients, Management and Regulator.