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.

Chennai

Unifi Capital - Deputy Manager - PMS Operations 

Unifi Capital - Deputy Manager - PMS Operations  ,Job Description for Unifi Capital - Deputy Manager - PMS Operations  in Unifi Capital Pvt. Ltd in  Chennai for (3-5) years of experience. Apply Now!

Job Description for Unifi Capital - Deputy Manager - PMS Operations  in Unifi Capital Pvt. Ltd in  Chennai for (3-5) years of experience. Apply Now!