Required Certification
NISM Series VI: Depository Operations Certification Examination , NISM Series VII: Securities Operations and Risk Management Certification Examination
Min Required Experience (Years)
2
Max Required Experience (Years)
0
1.Reporting to – Relationship Manager
2.Location: Bangalore
3.Qualification: Graduation / PG (Preferably Sales, Finance, Marketing)
4.Experience: 5 to 8 years in the MF, AMC or PMS, AIF, Distribution.
Roles & Responsibility:
1.PMS documentation and coordinating with onboarding team for status also with distributor for pending details and for funding.
2.PMS online documentation & MIS Maintenance
3.Distributor and Direct client Query and request on calls and emails.
4.Non-Financial request to be process.
5.Daily form submission data in excel. Zoho entry, Pre-trade entry.
6.Good relationship with Internal Teams, external distributor, and Direct clients.
7.Good understanding on PMS, AIF documentations
NISM Exam Compulsory:
NISM Series VI: Depository Operations Certification Examination
NISM Series VII: Securities Operations and Risk Management Certification Examination
