Job description

Job Title : PMS and AIF Sales Support

Experience: 2 to 5 years in the PMS and AIF

Location: Ahmedabad and Chennai

Roles & Responsibilities: 

• PMS documentation and coordinating with the onboarding team for status, also with the distributor for pending details and for funding.
• PMS online documentation & MIS Maintenance
• Distribute and Direct client queries and requests on calls and emails.
• Non-Financial request to be processed.
• Daily form submission data in Excel, Zoho entry, and Pre-trade entry.
• Good relationship with Internal Teams, external distributor, and Direct clients.
• Good understanding of PMS, AIF documentations.

NISM Exam Compulsory:

• NISM Series VI: Depository Operations Certification Examination
• NISM Series VII: Securities Operations and Risk Management Certification Examination