PMS Operations

Roles and Responsibilities

• Actively prospect and acquire new clients through various sales and marketing techniques, including cold calling, networking, and referrals.
• Build and maintain strong relationships with clients to understand their trading needs and provide tailored investment solutions.
• Execute trades on behalf of clients and ensure timely and accurate order execution.
• Stay updated on market trends, economic indicators, and geopolitical events to provide clients with informed trading recommendations.
• Collaborate with the research and analysis team to develop market insights and trading strategies.
• Provide exceptional customer service and support to clients throughout the trading process.
• Meet and exceed sales targets and performance metrics.

Desired Candidate Profile

• Bachelor's degree in Finance, Business, Economics, or a related field.
• Proven track record of success in client acquisition and sales within the financial services industry, preferably in FX trading.
• Strong understanding of financial markets, trading instruments, and risk management principles.
• Excellent communication, negotiation, and interpersonal skills.
• Ability to thrive in a fast-paced, competitive environment.

Perks and Benefits

• Desired Incentives.
• Overseas Trip by Company.
• Monthly Contest & Trophies.
• Quarterly and Annual Rewards and Recognition.

Position – Shift Manager 

Duties & Responsibilities 

• Managing retail operations, including cash, store operations, inventory, and shelf-life management. 
• Driving store-level, corporate, and bulk-order sales. 
• Managing store assets and equipment. 
• Checking FIFO (First In First Out) & monthly inventory for Item stock and raw material. 
• Supporting Store Manager to minimize the product expiration. 
• Check sales cash, float and petty cash with denomination & update Store Manager.  
• Team grooming to be maintained as per company standard. 
• Executing and maintaining in-store visual merchandising. 
• Resolving customer concerns in a diplomatic manner.  

Qualifications & Skill Requirements 

• Graduate Degree in any specialization. A MBA or Diploma in retail management is preferred. 
• Minimum 2-3 years’ experience in luxury retail, food retail, or hospitality. 
• Excellent customer handling skills and communication. 
• Must be well organized and diligently structured in their approach to any engagement. 
• An uncompromising focus on execution with a no-nonsense attitude towards goals and delivery.  

Reporting Manager: Store Manager 

Candidates should have

• Excellent communication skills
• 2-3 years in any industry with operations execution knowledge
• The ability to work in a demanding startup environment
• Interact with Vendors, customers, and other stakeholders to ensure all bookings are serviced
• Bring on board fresh vendors and increase fleet capacity
• Liaison between vendors and Finance team to ensure invoices are cleared on time
• Followup with the customer immediately after every ride to recover any extras
• Can-do attitude to ensure the entire operations go smoothly.

Job description:

A team player who has operational and order processing knowledge of Mutual Funds, IPO, NCDs, SGB, NCD etc. The role demands for TAT based working, teamwork, follow up with RTAs & AMCs for internal & external client’s query. The role requires good command over excel and MIS.

Requirement / Desired Skills:

• Mutual Funds operational Knowledge, Order Processing flow with BSE Star MF
• IPO Operational and order processing knowledge.
• Adapt at Excel to work on reports and provide required MIS whenever required.
• Good written and verbal communication skills specially in English

• his role requires someone who will be responsible for executing and managing all activities related to product cataloging & pricing, ensuring all product details and prices on the platform are correct and updated
• The individual should have a sound understanding of Vendor Management, Operations, Attributes of the catalog, Category Knowledge.
• Ensuring an error free output & 0% escalations.
• Maintaining categorization of the products on the platform, Updating product information, including images and prices
• Uploading inventory stock positions Operational & co-ordination activities related to the catalog
• Manage Adhoc requests from Category and other internal teams and resolve them within a Specific TAT
• Demonstrate a flexible attitude and be responsive to change and last-minute requests.
• ​​Creation of vendors codes and Entering vendor details in the system. Setting up SKUs on the system. Assisting merchant team with required documentation with other functions and vendors.
• ​​Perform a variety of tasks in populating/procuring content for the product catalog from vendors. Engage with vendors to get product information as per the defined templates of attributes and images. The work includes content creation, population of content from various sources (including research on the internet), interacting/coordinating with vendor/manufacturers, conducting QC, identifying and correcting errors, maintaining records of work received and work performed.

• 2-5 years of work experience in Catalogue operations.
• Should have prior experience with E-Commerce & handled external partners.
• Proficient in all MS Office, sound verbal & written communication
• A passion for always exceeding internal and external customer expectations.
• Proactive and able to work with stringent deadlines.
• Ability to follow the process - can follow SOPs consistently and quality check own work. Detail oriented.

A wholesome opportunity in a fast-paced environment will enable

you to juggle between concepts yet maintain the quality of content, interact, share your ideas, and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the benefits of being at Plum (business vertical.‍

A fast-growing SaaS commerce company based in Bangalore with offices in Delhi, San Francisco, and Dublin. We have three products in our portfolio: Plum, Empuls, and Compass. Plum works with over 1000 global clients. We help our clients engage and motivate their employees, sales teams, channel partners, or consumers for better business results.

We look forward to connecting with you. As you may take time to review this opportunity, we will wait for a reasonable time of around 3-5 days before we screen the collected applications and start lining up job discussions with the hiring manager. However, we assure you that we will attempt to maintain a reasonable time window for successfully closing this requirement. The candidates will be kept informed and updated on the feedback and application status.

• PL ownership: Drive and ensure 100% achievement of the targeted sales numbers of the categories. 
• Ensure Profitability by negotiating the best category margins, securing marketing support from brands, and focusing on delivering the budgeted top-line and bottom-line.
• Assortment planning: Ensure we have a competitive catalog compared to other players across brands and sub-categories globally. 
• Customer Experience: Anticipate and create solutions for customer pain points. Should be able to resolve customer escalations and deliver on the expected NPS for the category. 
• Category marketing: Create weekly, monthly, and quarterly calendars  Have joint marketing plans signed off with partner brands, execute the plan in coordination with the internal team
• Operational efficiency: Work with cross-functional teams like CS, Finance, Sales to ensure a smooth functioning system and to be able to deliver on the required set of parameters measured across each function

1. 5-10 years of experience in global category roles, preferably digital categories like gift cards, perks, deals, experiences, loans, insurance, merchandise etc. 
2. Hands-on in Sales, Operations, Catalog and Category Management.
3. Strong analytical aptitude in problem-solving, multi-tasker, critical thinker, and a tactical executioner with a proven track record of finding solutions to business problems.
4. Good communication and team management skills. 
5. Engineering + MBA from reputed colleges would be preferred.

A wholesome opportunity in a fast-paced environment will enable you to juggle between concepts yet maintain the quality of content, interact, share your ideas, and have loads of learning while at work. Work with a team of highly talented young professionals and enjoy the benefits of being at Plum.

• Interact with IT & BFSI companies for recruitment of trained candidates from the company.
• Develop and maintain top-level relationships with designated accounts to establish a clear and comprehensive understanding of customer needs
• Develop, expand, maintain and report on a pipeline of qualified recruitment opportunities.
• Design and implement strategies for expanding the company’s B2B segment.
• Build, mentor, and lead an effective B2B sales team.
• Conduct and host talks with Senior Management of corporates.
• Prepare operational, recruitment reports fortnightly and present them to senior management.
• Work closely with the Training Team and provide inputs on the latest requirements.
• Take initiatives, identify pain points, improvement areas, and work towards achieving a solution

Job Qualifications:

• Proficient Key Accounts portfolio management
• 4-6 years of B2B Sales experience
• Proficiency in CRM and lead management
• Education - MBA from premier institutes
• Efficient project management skills
• Excellent verbal and written communication skills
• Leadership alignment and experience, mentor and lead team
• Ability to work with data and uncover insights into the consumer mindset

What you need to know / have:

Experience: 2 to 5 years

Annual CTC: Rupees 6,00,000 to 8,00,000