Relationship Manager (PMS)

Roles and Responsibilities

• Assisting HNI clients with PMS Account Opening
• Documentation & KYC for onboarding
• Regular Reporting
• Co-ordinating with Custodian, Banker & Broker for daily reconciliations.
• Operating Fund Accounting & Custody Portal.
• Assisting team with daily trading activities.
• Other critical back office tasks
• SEBI compliances

This is NOT a Sales Role or Equity Research Role. Rather, this is an interesting client-facing role that involves operations & back office tasks giving holistic exposure to candidates on capital markets, including a wonderful opportunity to closely observe how the core equity research team functions i.e. analyze investments and manage the fund.

Desired Candidate Profile

• Confident & self-driven
• Excellent oral & writing skills (English)
• MS Excel proficiency
• Interest & passion for investing/equity markets

Perks and Benefits

What we can provide?

• 3 Months training (probation)
• A competitive salary
• The ability to get in early in a startup that will go places and become a partner through ESOPs.
• A great flexible working environment we work in North Delhi, and have a spacious, neat & quiet office.
• Peer learning from a smart and motivated team of CFA Candidates & Charterholders.
• Ability to grow in this sunrise industry Financial markets are just beginning to explode and we are right at the center of it.