2+ PMS Jobs in Ahmedabad | PMS Job openings in Ahmedabad

Key Responsibilities:

Manage and advise HNI/Affluent clients on investment opportunities.

Drive AUM growth and achieve acquisition targets.

Recommend investment products, including Mutual Funds, PMS, AIF, Bonds, Direct Equity, Structured Products, and Unlisted Shares.

Conduct periodic portfolio reviews and provide customized wealth solutions.

Build and maintain long-term client relationships.

Collaborate with branch teams to drive business growth.

Eligibility:

Post-graduate preferred.

2+ years of experience in Wealth Management, Investment Advisory, Private Banking, or HNI Relationship Management.

Strong knowledge of Mutual Funds, PMS, AIF, Equity Markets, and Wealth Products.

Excellent client acquisition and relationship management skills.

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