Senior Manager - PMS Operations

About the role

Write the purpose for which the job exists (in 2-3 lines) To be responsible for implementing fund's investment strategy and manage its trading activities, develop strategies to drive return, offset losses and drive profitability. To sell at pan India level thus earning AMC and commission for the organization while strictly adhering to financial industry regulations.

What you'll do

• Write the key results expected from the job and the supporting actions for each of these key result areas (For a majority of jobs typically there could be 4- 7 key…
• Ensure gross Revenue Targets (@ Rs. 10 Cr by 2022) - Brokerage + AMC + Setup fees + Exit Fees etc
• Assist and encourage branches/teams for maximizing client additions and hence increasing the reach and AUM
• Assisting and travel to branches, meeting distributors and clients to boost onboarding new clients & distributors with ABM
• Be judiciously active in the satellite (PMS product) component

What you need

• Customer service
• SEBI regulations
• MBA