PMS EXECUTIVE

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 strong interest in financial markets, stock broking operations, and client engagement, along with the ability to work in a fast-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.
• Strong 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