Vice President at Unifi Capital Pvt. Ltd
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Unifi Capital - Deputy Manager - PMS Operations (3-5 yrs)
Deputy Manager PMS Operations
- On-boarding clients for Portfolio Management Services (PMS) inter-alia verification of client KYC documents (both physical and digital mode).
- Scrutiny of client agreements, supporting documents ensuring statutory/regulatory compliance.
- Liaison with branches and custodian in this relation.
- Recording and execution of Systematic Transfer Plan (STP) of clients.
- Assisting senior colleagues in client periodic client reporting viz. portfolio statements, income and expenditure reports, newsletters, etc.
- Proper maintenance of records.
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