Job Description

Processing new client applications and KYC documentation. Opening demat, bank and PMS accounts. Daily trade processing and settlement coordination. Reconciliation of trades and holdings with custodians and brokers. Ensuring compliance with SEBI PMS regulations and internal policies. Timely submission of regulatory filings and disclosures. Managing client agreements and renewal documentation. Working on PMS software for portfolio updates and reporting. Maintaining accurate data records in back-office systems.
Job Type: Full-time

Pay: ₹21,000.00 - ₹25,000.00 per month

Work Location: In person

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Job Detail

  • Job Id
    JD4526318
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    MH, IN, India
  • Education
    Not mentioned
  • Experience
    Year