We are looking for a proactive and customer-oriented PMS Executive to join our Mumbai team. The role involves managing client relationships, addressing queries related to trading and investments, and ensuring a seamless client servicing experience. The ideal candidate should have a robust interest in financial markets, stock broking operations, and client engagement, along with the ability to work in a quick-paced, market-driven environment.

Key Responsibilities:
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.

Qualifications & Skills:
Graduate / Postgraduate in Finance, Commerce, or Economics.
2–5 years of experience in PMS operations,



client servicing, or stock broking.
Knowledge of capital markets, trading systems, and PMS products.
Solid communication and interpersonal skills with a client-first mindset.
Proficiency in MS Excel, PMS software (e.g., Wealth Spectrum, Miles, etc.), and CRM tools.
NISM certifications preferred (PMS / Investment Adviser / Equity Derivatives)

About

Sykes & Ray Equities (SRE) is one of India’s foremost retail stock broking service entities, operating on the country’s two leading stock exchanges. With a strong footprint in over 140 locations across India through a vast network of business associates and branches, SRE has built a legacy of trust, transparency, and customer-centricity. Over the years, SRE has consistently strived to grow and evolve while maintaining the highest standards of service excellence — a quality clients have come to expect from the SRE brand

Job Type: Full-time

Pay: From ₹25,000.00 per month

Work Location: In person

📌 Pms Executive Mumbai
🏢 Sykes and Rays Equities (I
📍 Mumbai