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
Job Description
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.