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.  

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.