Deutsche Bank Group

PMSMIDOfficeOperation,AYST

Mumbai, Maharashtra, India FULL TIME
The Brief

“PMS MID Office Operation, AYST at Deutsche Bank Group. Skills: PMS operations, SEBI Guidelines, Accounting System, Investment Products. Managed end-to-end PMS operations. Handled custodian KYC”

What They're Looking For.

Must Have

At least 5-6 years of PMS experience, Graduate/Postgraduate in Accounting/Finance, Understanding SEBI and RBI Guidelines, Meticulously checking account opening documents against regulatory requirements and internal procedures, Forwarding the verified documents, including the POA, Demat account opening forms, and other relevant KYC documents, to the appointed custodian and empaneled broker, Actively addressing queries promptly to avoid delays in account opening and asset safekeeping

Nice to Have

Hands-on experience in MILES/WEALTH SPECTRUM platform i. e. PMS operation systems

What You'll Do.

Managed end-to-end PMS operations

Handled custodian KYC

Prepared PMS client reports

Resolved branch and client queries

Reconciled bank and demat balances

Ensured timely SEBI submissions

Monitored control breaches

Coordinated with auditors

How You'll Work.

Team & Collaboration

Coordinated with auditors for smooth financial reporting and compliance

Communication Scope

Fluent in both written and spoken English

Free ATS check

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