Description
Managed end-to-end PMS operations, including account opening, transaction processing, and client onboarding.Handled custodian KYC, NCA, regulatory name searches, and periodic risk classification for Wealth Management clients.Prepared PMS client reports, financials, and MIS with accuracy and timeliness.Resolved branch and client queries efficiently to support smooth operations.Reconciled bank and demat balances, ensuring accuracy and control.Ensured timely monthly, quarterly, and annual SEBI submissions.Monitored control breaches and escalated issues proactively.Coordinated with auditors for smooth financial reporting and compliance.What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
Best in class leave policyGender neutral parental leaves100% reimbursement under childcare assistance benefi...