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30/06 HR
Vice President at Unifi Capital Pvt. Ltd

Views:108 Applications:10 Rec. Actions:Recruiter Actions:7

Unifi Capital - Deputy Manager - PMS Operations (3-5 yrs)

Chennai Job Code: 1118513

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.

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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