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Responsibilities:
Support the project manager with end-to-end project management activities.
Prepare project management deliverables such as the project charter, project plan or schedule, risk and issue tracker,
communication plan, stakeholder mapping, MOM, and weekly reports.
Standardize processes and define templates for project deliverables. Prepare reports and dashboards.
Manage resourcing and optimize resource utilization handle knowledge management and organize trainings.
Manage document onboarding and off boarding processes.
Responsibilities:
- Support the project manager with end-to-end project management activities.
- Prepare project management deliverables such as the project charter, project plan or schedule, risk and issue tracker, communication plan, stakeholder mapping, MOM, and weekly reports.
- Standardize processes and define templates for project deliverables. Prepare reports and dashboards.
- Manage resourcing and optimize resource utilization handle knowledge management and organize trainings.
- Manage document onboarding and off boarding processes.
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.