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PMS-Operations (6-15 yrs)
upGrad
posted 2mon ago
Job Description
Greetings from upGrad Rekrut!!!
One of the leading financial institutions is looking out for their PMS-Operations manager.
Department: Portfolio Management (PMS)
Preferably working on Wealth Spectrum Platform.
Preference industry: Broking, Financial services and AMC
Role and Responsibilities: (More or less is the same)
Order generation in Wealth spectrum for pool and non-pool clients
Daily PMS and DP reconciliation
Processing redemption of PMS
Instructing custody to debit accounts towards monthly fees and settling the same in wealth spectrum application
Checking and uploading SEBI reporting
Handling compliances
If keen, please email at deepika.grover@upgrad.com or whatsapp at 9719198789.
Regards
Functional Areas: Other
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