- 5+ years of experience in PMS / Broking Operations.
- Advanced proficiency in Microsoft Excel.
- Graduate with basic understanding of stock market & PMS
Duties:
Roles & Responsibilities:
- Managing day to day operational activities like preparing & executing transactions, updating portfolio sheet, etc
- Month-end reports reconciliation as per SEBI format.
- Preparation of MIS
- Assisting sales team with client/distributor information request