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

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 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.