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PMS Operations Manager
Purnartha Investment Advisors
posted 3+ weeks ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
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.">
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.">
Employment Type: Full Time, Permanent
Read full job description
What people at Purnartha Investment Advisors are saying
Operations Manager salary at Purnartha Investment Advisors
reported by
5
employees
with 11-20
years exp.
₹4.5
L/yr - ₹11.2
L/yr
33%
less
than the average Operations Manager Salary in India
View more details
What Purnartha Investment Advisors employees are saying about work life
based on 129 employees
Flexible timing
Monday to Saturday
Within city
Day Shift
Purnartha Investment Advisors Benefits
Submitted by Company
Provision of Food Birthday & Anniversary Leave Flexible Working Hours Health Insurance Employee Friendly Policies
Submitted by Employees
View more benefits 
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