4+ PMS Jobs in Ahmedabad | PMS Job openings in Ahmedabad
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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
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. Led by seasoned bankers, our client works with the largest and the most reputed investors.
Role: Sales/Relationship Manager
Location: Ahmedabad
Job Description:
• Advising Affluent clients on their investments and managing their overall financial portfolio whilst deepening the wallet from existing clients
• Responsible for managing HNI clients and acquiring new customers
• To research, investigate and update them on available investment opportunities/financial market trends to determine whether they fit into client's portfolios
Requirements:
• Graduate + MBAs
• Relationship Managers with prior experience in a Broking/Private bank/wealth management setup
• Should be an aggressive, result-oriented & self-motivated professional
• Should have experience in handling HNI Client Acquisitions and Relationship Management & service
• Ability to engage clients in meaningful conversations about their finance
• A thorough understanding of financial markets and the various financial products to identify the best product mix for the client to suit his risk profile
• Strong interpersonal skills with an ability to generate trust and confidence in clients
• The candidate should be self-driven and aspire to move up the ladder, with the growing organization by building up and leading their own teams independently
Job Responsibilities & Duties:
- Seminars for Career Guidance.
- Student counseling for career guidance.
- Advise students and parents about institute’s policies and procedures regarding admission, academics, and other activities.
- Maintain a database of student information, telephone logs and student feedbacks in order to generate student reports.
- Prepare reports and proposals, and respond to inquiries from students and external agencies.
- Tele calling to Potential Students for career guidance.
- Invite Potential Students for campus visit and admission Process (Entrance test, GDPI & Final Admission)
- Accepting and filtering student applications
- Processing student registration and payment
- Communicate with applicants about their application status, including acceptance/rejection
- Performs miscellaneous job-related duties as assigned.
- Content Development for E-Mails, Broachers & Websites
Minimum Job Requirements:
- Bachelor's degree; at least 3 year of experience directly related to the duties and responsibilities specified.
- Completed degree(s) from an accredited institution that are above the minimum education requirement may be substituted for experience on a year for year basis.
Knowledge, Skills and Abilities Required:
- Ability to develop and deliver presentations.
- Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
- Ability to gather data, compile information, and prepare reports.
- Ability to communicate effectively, both orally and in writing.
- Knowledge of student admission and retention issues.
- Knowledge of the broad spectrum of available university academic units, curricula, and programs.
- Ability to develop, plan, and implement short- and long-term goals.
- Organizing and coordinating skills.
- Skill in the use of computerized systems and databases.
- Ability to design and write promotional material.
- Ability to evaluate student transcripts and/or records.
- Knowledge of Institute admissions policies, standards, and procedures.
Focusing on the ever-growing demand in the food industry, our client acts as a neighbourhood artisan bakery at a national scale. The main concept here is to provide freshly baked, high-on-quality, authentic European bakery products and breads. Their products include sourdough loaves, artisan breads, croissants & rolls, freshly baked cookies, cakes, premixes etc.
Headquartered in Mumbai, our client was co-founded in 2013 by a husband and wife duo, one of whom is an IIM-Ahmedabad graduate and the other is an internationally trained baker.
Starting with 4 bakers in 2013 and growing over time, today, our client prepares more than 10,000 loaves of bread a day and their creations are shared with all of India.
As a VP-Finance, you will be responsible for performing a variety of advanced financial analyses to determine present and forecasted financial health of the company.
What you will do:
- Preparing financial statements, business activity reports, and financial forecasts
- Developing the Annual Operating Plan (AOP) for the company with target tracking metrics by department and highlighting causes of deviation and corrective measures as appropriate
- Examining financial and legal documents to verify accuracy and adherence to financial regulations and acceptable financial principles
- Managing the preparation and publication of departmental and organization financial documents
- Developing or recommending solutions for problems or situations
- Managing employees and contractors who are responsible for financial reporting and budgeting
- Periodically reviewing the organization’s financial reports and identifying opportunities for cost reduction
- Analysing data and advising top management on how to maximize profits
- Analysing market trends and identifying opportunities for growth/ expansion
- Presenting potential scenarios and outcomes to management team
- Overseeing organization’s investments
- Collaborating with management on development and execution of funding strategies
- Managing and executing fundraise of the company through angel investors, VCs, PEs and other similar firms
- Managing funds of the company which shall include procurement of long-term loan and working capital funds from financial institutions, capital markets and any other source
- Being responsible for any other responsibility assigned to you from time to time
Desired Candidate Profile
What you need to have:- Strong commercial and contractual awareness and excellent negotiation skills
- Strong communication, leadership and interpersonal skills
- Demonstrated creative and critical thinking skills
- Ability to work on multiple projects simultaneously
- Knowledge in Microsoft Excel, Google Sheets and PowerPoint etc
- Positive approach to problem solving
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