PMS-Operations

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