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

Job Description

We are seeking an enthusiastic and competent Management Trainee to join our operations team on an immediate basis. 

As a Management Trainee, you will be responsible for supporting the day-to-day operational activities in the organization. You will also be responsible for supporting the Chief Operating Officer on daily activities by coordinating with different teams, Managers & leads by performing operational duties.

Roles & Responsibilities

• Coordinating with the COO on operational activities.
• Participating in meetings & keep track of records by preparing agendas & minutes of meeting on daily basis.
• Understanding the company’s policies and protocols.  
• Performing Business operational duties.
• Working with different Team Managers & Leads in understanding the process flow.
• Implementing new policies along with the Team Manager to enhance the process.  
• Providing support to various departments of the organization.  
• Maintaining a positive working environment for the employees at a high level.  
• Complying with the company’s rules and regulations.
• Possess a sense of urgency to manage and prioritize multiple requirements
• Be self-managed, responsive, and dedicated to supporting clients and candidates.
• Nurture a positive working environment
• Report to management on different team statuses.

What we are looking for

• At least 0 to 2 years of related experience in Operations, with product-based or startup, will be a plus. MBA freshers are welcome to apply
• Degree: Any MBA with Supply Chain Management knowledge is a plus.
• Should be people-oriented and results-driven.
• Excellent verbal and written communication skills, with active listening and presentation skills
• Good interpersonal and organizational skills.  
• Proficiency in MS Office Tools.  
• Strong leadership and analytical skills & should be excellent for time management
• Must be a problem solver & can handle multiple tasks
• Ability to work under minimal supervision.  
• Should hold Strong work ethics.  
• Competence to build and effectively manage interpersonal relationships at all levels of the company.
•  

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.

• 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.

Responsible for overall, management of all statutory compliances with documentation

1. Working on data, reconciliation statements for assessments, audits etc

1. Preparation & Submission of Monthly/periodical compliance MIS and statements, financial reports as may be required or prescribed.

1. Responsible for preparation and management of books of accounts, accounts finalization.

1. Preparation and review of Financial Statements as per Ind As, audit co-ordination

1. Team Management

1. Tally and MS Office knowledge

Location:- Pune

Experience: CA with 5-6 years

• 10+ years of Collections experience in financial services (consumer credit or marketplace lending platforms/Banking/NBFC) and 5+ years of inhouse collection team management/leadership experience
• Demonstrated success leading a team in a fast-paced setting, managing SLAs across multiple channels, and achieving goals
• Excellent verbal and written communication, as well as presentation and facilitation skills with the ability to express complex concepts in plain language to reach broader audiences
• Excellent work ethic with result-driven attitude
• Demonstrated ability and comfort working in a start-up environment with an agile team, fast-evolving roles and responsibilities, variable workload, and tight deadlines with a high degree of autonomy

Personality Traits :

• Dynamic and Pro-active, Fast-Paced
• Desire to make an Impact on Positive Customer Experience
• Ability to work independently without supervision
• Strong work ethic