PMS Operations

Ahmedabad 2-5 years 5-8 Lacs

Job Details

  • Instruction Processing – On Market, Off Market, Inter DP and pay in instruction slips punching, Authorisation & Uploading.
  • Make selling position of kotak clients and inform to franchisee as well as dealer for client obligations.   
  • Dematerialisation/Rematerialisation – Punching and follow up.
  • Sending the statement of transaction, holding to branches on daily basis and uploading them in back office.
  • Updating brokerage and maintain mis.
  • Prepare pay out files and in inform to client & franchisee.
  • F & o activation
  • Instruction Processing – On Market, Off Market, Inter DP and pay in instruction slips punching, Authorisation & Uploading.
  • Cash and cheque entry
  • Files upload from CDSL live system to back office system.
  • Record Maintenance.
  • Liaison with CDSL as well as handling inspection queries.

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