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Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992, is the sponsor of PPFAS Asset Management (PPFAS AMC). PPFAS Ltd. is also amongst India's earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: https://www.ppfas.com/about/our-company/

Job Description:

  • Fund Accounting & Price / NAV Updation Daily in the software.
  • Bank Reconciliation.
  • Demat Reconciliation.
  • PMS Clients Trade Working.
  • Client Query and Report requirement.
  • MF Redemption for Client
  • Management fees Calculation
  • Broker Ledger Reconciliation
  • Performance Calculation
  • SEBI Reporting
  • Monthly Fact Sheet
  • Monthly MIS
  • Monthly & Quarterly Closure entry
  • Quarterly Reporting
  • Financial year Closure entries
  • Coordinate with Custody.
  • Onboarding the new client.
  • Audit Handling (Internal Audit/NAV Audit/Performance Audit).

Qualification & Experience
1+ Years of relevant experience in PMS or MF.
Accounting Degree or BCom is preferred.
Good Communication Skills.

Job Location: Nariman Point, Mumbai

Interested? Please click here to fill out the form.

Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992, is the sponsor of PPFAS Asset Management (PPFAS AMC). PPFAS Ltd. is also amongst India's earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: https://www.ppfas.com/about/our-company/

Job Description:

We are looking to hire an enthusiastic Client Advisor to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.

  • Develop and implement strategies to acquire new clients and expand existing relationships.
  • Provide expert advice on stocks, bonds, mutual funds, and other financial products.
  • Collaborate with the sales team to identify opportunities for cross-selling and upselling.
  • Monitor market trends and analyse data to inform investment recommendations.
  • Manage client portfolios and ensure adherence to risk management policies.
  • Stay up-to-date with regulatory requirements and compliance standards.
  • Various aspects of financial planning viz. Goal Planning, Cash Flow Management, Insurance, Investments, Estate Planning, Proficient with Excel
  • Ability to use Financial Software such as Omnimax
  • He / she should also have a pleasing personality, be well-read and be able to converse on a variety of topics (both financial and non-financial) with clients.
  • Exp wealth Management / Wealth Products / PMS / Mutual fund / Equity / Insurance.
  • You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.
  • You also counsel them on what their short-term and long-term goals are.
  • Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.
Qualification & Experience:
  • Strong knowledge of stock market, equity advisory, equity broking, share market, digital sales, sales, capital market, NISM, NCFM, and financial markets.
  • Proficient in using technology tools for managing client portfolios and analyzing data.
  • Ability to work collaboratively with the sales team and other departments within the organization.
  • Certified Financial Planner / Chartered Wealth Manager / Chartered Financial Analyst (At least cleared one level)
  • NISM Series V-A
  • Relevant Experience : At least 2 years in Wealth Management
Job Location: Mumbai

Interested? Please click here to fill out the form.

Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992, is the sponsor of PPFAS Asset Management (PPFAS AMC). PPFAS Ltd. is also amongst India's earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: https://www.ppfas.com/about/our-company/

Job Description:

We are looking to hire an enthusiastic Client Advisor- Research to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.

  • Financial Planning Expertise: Proficient in various aspects of financial planning including Goal Planning, Cash Flow Management, Insurance, Investments, and Estate Planning.
  • Analytical Skills: Ability to analyse and interpret financial data to provide actionable insights and recommendations to clients.
  • Technical Proficiency: Proficient in Microsoft Excel for financial analysis and modelling. Familiarity with Financial Software such as Omnimax is preferred.
  • This role offers an exciting opportunity to work within a dynamic team, providing holistic financial advisory services to clients and contributing to their financial well-being and success.
Qualification & Experience:
  • Certified Financial Planner (CFP), Chartered Wealth Manager (CWM), or Chartered Financial Analyst (CFA) (At least cleared one level)
  • NISM Series V-A certification
  • Minimum one year of relevant experience in financial planning and advisory roles. Freshly qualified candidates with CFP or CWM certification may also be considered based on aptitude and potential.
Job Location: Mumbai

Interested? Please click here to fill out the form.