A
AnandRathi
PMS Operations Executive
2 months ago
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Important information
Contract type:
Permanent
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
31 August 2026
What they need
Role & responsibilities:
- Order generation in Wealth spectrum for pool and non-pool clients
- Daily PMS and DP reconciliation
- Processing redemption of PMS
- Instructing custody to debit accounts towards monthly fees and settling the same in wealth spectrum application.
- Checking and uploading SEBI reporting
- Handling compliances.
Preferred Candidates
- Fresher can apply for this role
- 0 - 2 years of experience in PMS Operations / Wealth Management Operations / Capital Markets Operations.
- Hands-on experience in PMS transaction processing and reconciliation.
- Good knowledge of PMS, DP, Custody, redemptions, fees, and settlement processes.
- Good MS Excel skills.
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