11+ PMS Jobs in India

About the Company:

Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. A trusted Investment bank servicing customers with the best results in advisory in their investments, the best corporates for their growth & capital need, and families in managing their wealth. Our client is led by seasoned bankers and works with the largest and most reputed investors.

About the Role:

Role: PMS Operations

This role reports to Managing Director – PMS

Location - Ahmedabad

Candidate shall be responsible for:

• Managing day-to-day operational activities like preparing & executing transactions, updating portfolio sheets, etc

• Month-end reports reconciliation as per SEBI format

• Preparation of MIS

• Assisting the sales team with client/distributor information requests

Qualification:

• 5+ years of experience in PMS / Broking Operations

• Advanced proficiency in Microsoft Excel

• Graduate with a basic understanding of the stock market & PMS

Role Overview

The role is designed to give comprehensive exposure to the candidate to various parts of the business and intended to transition into a business leadership role in 18-24 months

Job Responsibilities: 

• Acts as a strategic advisor to the Founder and senior management team, helping them identify priorities, strategically align their time with these priorities, and revisit these regularly to assess progress. 
• Ensure focus on strategic initiatives of the organization so that they are not lost on urgent and daily transactions. Drive time management for the Founder around these areas of focus 
• Key Result Areas are used to drive alignment, focus, agility, and business rhythm to achieve our strategic and business goals
• Identify risks associated with goals for the Founder and bring them front and center to find mitigation plans and support the Founder in implementing them. 
• Act as an Accountability partner to the Founder to ensure all commitments are met in time. 
• Act as a key thought partner, brainstorming & identifying solutions to challenges.  
• Manage a variety of long-term, cross-organizational projects
• Represents Founder in meetings through various communication channels with internal and external stakeholders. 
• Acts as the liaison between Founder and other executives, clients, and stakeholders to ensure consistent communication and ensuring involvement or decision-making at the proper time. 
• Participates with the Founder and senior management team in strategic planning, policy development, and decision-making. 
• Ensures timely and effective completion of projects and initiatives of the Founder. 
• Researches and recommends new and revised policies and strategies within India & International markets
• Determines & drives key performance indicators and how to measure team performance

Must Haves: 

• Your attention to detail and ability to stay on top of multiple things must be exceptional
• You must be able to multitask and drive programs or projects from ideation to execution
• You must have great people skills, and be a highly collaborative team player
• Have exceptional verbal and written communication skills
• Be extremely sharp and logical, with a strong sense of curiosity to always learn more
• High energy, strategic thinker with a data-driven, and analytical approach to solving problems  
• Excels at building relationships and networks; influences others to achieve outcomes. 
• Systems and process-thinker; loves creating order out of chaos. 
• Comfortable behind or front on the stage, supporting the person in the spotlight; thrives on helping others be their best selves and anticipating their needs before they are spoken.
• Strong consulting background, preferably from IT, with strong industry networks across various forums

Must Have Background for this Role:

• MBA from top tier institutes (IIMs or International business schools).
• 3-5 years of post-MBA experience at top consulting firms, high growth start-ups, VCs, or with Founders/ functional heads.
• 1-2 years of operating experience is a plus.

• Ensure that all activities are carried out in a timely and cost-effective manner.
• Application management procedures, systems, and best practices.
• Materials are purchased, inventory is planned, and warehouse efficiency is monitored.
• Assist the organization's processes in remaining lawful.
• Develop strategic and operational goals.
• Examine financial information and apply it to boost profits.
• Budgets and predictions must be managed.
• Perform quality checks and keep track of production KPIs.
• Train and oversee employees 
• Look for methods to improve customer service quality.

Testsigma is built to make test automation effortless. We are a fast-growing, product-based startup backed by leading global Investors like Accel, STRIVE and Marquee Angels. 

We are the first and leading open-source test automation platform. With product-market fit and a terrific team, we’re poised to capture the global market for AI driven, cloud-based test automation platforms.

We are inviting the right people to scale our growth, who can help us grow our teams in collaboration with product, engineering, and customer success teams. If you have a great attitude and a drive to succeed, hop on this test automation journey with us. Learn new technologies & grow your skills along the way!

Job Responsibilities:

• Manage the day to day operations of Inside Sales Team 
• Ensure customer details are complete and correct, also collect contact details, profiles, and nature of business.
• Enrich leads by finding information about the person and the company who has signed up for the product. 
• Identify key contacts at prospect accounts based on title and responsibilities
• Assign the leads to the respective salesperson according to category (start-up, SMB, Enterprise) and region.
• Ensure the team keeps all activity, customer information, notes, and documents up-to-date in http://salesforce.com/">salesforce.com and other relevant systems.
• Track daily sign-ups and demo requests and ensure they are all treated within 24 hours
• Help the SDR team with the right companies and personas to target.

Requirements :

• Fluency in prospecting tools and platforms (lead generation, email, phone, data enrichment & cleansing, BDR processes, etc.)
• Sound knowledge of Microsoft Excel is Must.  
• Hands-on with social media - LinkedIn Sales Navigator. 
• Experience with salesforce automation systems will be an added advantage
  
  Candidates from SAAS , Technogy or product background with minimum 2 years experienced.

Springworks is building the tools and products to enable the era of Remote/Hybrid work and our products have been used by over 350,000+ remote/hybrid employees across 10,000+ organisations and 55+ countries in the last couple of years.

The product stack from Springworks includes:

• SpringVerify — B2B verification platform,
• EngageWith — an employee recognition and rewards platform that enriches company culture,
• Trivia — a suite of real time, fun and interactive games platform for remote team-building,
• SpringRole — verified professional-profile platform backed by blockchain, and
• SpringRecruit — a forever-free applicant tracking system.

Role Overview

First and foremost, we're looking for people who are excited about what we're doing—you don't need to know anything about the HRTech ecosystem, but should be excited to learn. We are seeking a committed and result-oriented individual to join our team.

As an Operations Intern you will be responsible for:

• Helping the operations team in the day to day work.
• Preparing and sorting documents for data entry.
• Compile, verify the accuracy, and sort information according to priorities.
• Entering data into database software and checking to ensure the accuracy of the data that has been inputted. 
• Review data for deficiencies or errors.
• Resolving discrepancies in the information and obtaining further information for incomplete documents. 
• Generate reports, store completed work in designated locations and perform backup operations.
• Take follow-up calls for verification and maintaining of MIS.

Requirements

1. Attention to detail.
2. Organizing abilities.
3. Good communication skills.
4. Good understanding of Google docs, sheets and MS Office is a must.
5. Able to handle multiple tasks.
6. Ability to work to time constraints.
   
   Note: Please note this is a full time internship opportunity and a person should be available for a minimum of 6 months duration for internship.

Benefits

What’s in it for you?

We are a 100% remote company so work from anywhere in India. The intern will gain exciting real-world software engineering experience at a thriving company. We also emphasize heavily on learning - employees have access to one of the world's leading e-learning providers (Pluralsight) & an option to avail additional online learning courses if required & relevant to their role. 

• Paid Internship (Monthly stipend upto INR: 21,000)
• Permanent remote/work from anywhere
• Rewards and recognitions(Surprise gift/Voucher for Intern of the month)
• Monthly reimbursement for Internet expenses - Upto INR 1500
• Opportunity to attend networking events, Shadowing and training experiences with knowledgeable professionals
• Vaccination- You can get a vaccination for yourself and can nominate 5 people of your choice to get vaccinated
• Food- Rs. 500 added to your payroll - no bills to upload

See what our past interns have to say about their experience -https://www.youtube.com/watch?v=1G3a-fkMAtU"> Interns @Springworks

• The primary criteria are you must have a strong understanding of best practices in HR. Secondly, you must have worked in an organization that scaled up and was a new age.
• You must be passionate about your work and must be excited to work with a mid-sized organization.
• If this is just another job change to increase your salary or for better growth, then this may not work out as they need someone who is passionate about leading the entire HR for an organization and building a great culture, and helping in the scaling up of the organization.
• The role would be leading the development and management of the end-to-end recruitment and training processes and the implementation of best industry practices and functional innovations.
• Implement after appropriate research the best practices in the recruitment and L&D space in the market Strong stakeholder management
• Manage all external partners- external recruitment agencies and training vendors on our panel
• Oversee recruitment lifecycle for various positions. Monitor and reduce the time-to-hire and- hiring costs
• Manage and implement the learning calendar
• Spearheading all facets of HR, Organizational Development, Policies and Procedures, HR Operations, Change Management, Talent Development, Succession Planning, Talent Acquisition, Analytics, etc. across Group. Supervise the work of HR personnel and provide guidance.
• Steering policies & initiatives for identifying high potential, high performing talent within the organization, while providing accelerated developmental work assignments and training opportunities.
• Serve as the point of contact for employment relations and communicate with labor unions
• Monitor adherence to internal policies and legal standards

Requirements

• MBA in HR from reputed university/ college with 10+ years of relevant experience
• Must have led HR for at least 5 years
• Knowledge and experience of other HR processes like performance and talent management, R&R, audit/ compliances, Comp & Benefits, HRMS/ HRIS/ ERP, etc. preferred.
• To fit the bill, you must have good exposure to managing the Training and Recruitment function independently with senior stakeholders.
• You must be strategic and at the same time be willing to roll up your sleeves and get the job done.
• People with excellent communication skills and who have led recruitment and training for a decent-sized organization and have delivered excellent results would be considered. High energy professionals would prefer.
• Interested, please apply with a cover note mentioning your experience in the same and why you think you would fit the bill well. Please note all resumes without cover notes will take LONGER to process

Interpersonal skills

• Self-motivated, team player, results-oriented
• Well organized, good communication and reporting skills
• Ability to successfully work under tight project deadlines