Manager PMS Operations - New Delhi

Job Description

To facilitate the client onboarding, client servicing, order origination & order management; To maintain client records. Key Responsibilities - PMS client onboarding - Training & assisting Monarch branch executives/investment advisors in onboarding of PMS clients. - Trade origination and order management, facilitating data flow between broker as well as custodian for data/trade logging - Developing and maintaining the required data/records - Client servicing and solving client queries Qualifications Graduate preferably with post graduate degree in Finance/ Marketing Experience >=2 Years in back-office operations, data handling and record keeping; Client onboarding experience will be an added advantage Functional Competencies Proficiency in basic data handling tools like Excel, Experience in eKYC, digital onboarding of clients Excellent Communication (both oral & written) and interpersonal skills. Behavioral Competencies Team player; Self-motivated