Job Title: Principal Officer Portfolio Management Services
Department: Investment & Portfolio Management
Role: Principal Officer
Location: Indore, Madhya Pradesh
Experience: 5+ Years
Salary: 80,000 2,00,000 per month
Employment Type: Full Time
We are looking for an experienced Principal Officer to lead Portfolio Management Services (PMS), ensuring SEBI compliance, investment governance, portfolio performance, and client relationship management.
Key Responsibilities
- Ensure compliance with SEBI PMS, RBI, KYC & AML regulations.
- Lead portfolio management and investment strategy.
- Monitor portfolio performance and risk metrics.
- Manage regulatory reporting, audits, and disclosures.
- Oversee client servicing and resolve investment-related queries.
Desired Candidate Profile
- 4+ years in Securities Market, PMS, Fund Management, or Investment Advisory.
- Minimum 2 years in Portfolio/Fund Management.
- NISM Series XXI-B certification is mandatory.
- MBA Finance / CA / CFA / Law / Business Management preferred.