Functional Title: Operations Analyst
Corporate Position: Trainee Assistant
Required No: 2
Position Summary:
- The position holder is responsible to take both direction and work intuitively to maintain a favorable public image of the Company. The work area includes PMS Operations Unit where the position holder shall be involved in activities related to PMS Operation Services.
- This position reports directly to the personnel designated as his/her supervisor as the Company may determine from time to time.
Duties and Responsibilities:
The Duties and Responsibilities of Operations Analyst include the following:
- Co-ordinate with Broker to ensure that the settlement is done in a stipulated time-frame.
- Prepare Memo pertaining to PMS operation and ensure that Memo is not left unattended.
- Achieve proficiency in the operation of PMS software to facilitate in the effective portfolio management of clients.
- Co-ordinate with concerned banks for pledging/unpledging shares so as to facilitate in the effective portfolio management.
- Sort out operation related issues of PMS clients via interaction with brokers and clients alike.
- Perform inter-departmental co-ordination with Investment Team and Business Development Team to sort out operation related hassle.
- Perform tasks assigned by the Operation In-charge and report the tasks thus assigned on a daily basis.
- Prepare periodic PMS based reports as mandated by the regulatory authority.
- Perform necessary proceedings as per the request by clients such as processing the withdrawal request by clients.
- Perform bank and broker reconciliation on a regular basis.
- Report the issues identified in course of operation and take active steps to sort out the issue.
- Keep her/himself updated with trends in the industry and frequently provide constructive suggestions to immediate supervisor to improve Company's image;
- Document and report to immediate supervisor to bridge the gap between actual proceedings and pre-established policies of the Company related to the Department.
- Adhere to Company's Standard Operating Procedures (SOP);
- Identify, implement and benchmark best practices in the assigned job;
- Maintain professional reputation of Garima Capital Limited at all times.
- Undertake any other duties & responsibilities assigned by Immediate Supervisor/ Senior Official/ Management from time to time.
- Support Business Generation.