Address1. PMS documentation and coordinating with onboarding team for status also with distributor for pending details and for funding.
2. PMS online documentation & MIS Maintenance
3. Distributor and Direct client Query and request on calls and emails.
4. Non-Financial request to be process.
5. Daily form submission data in excel. Zoho entry, Pre-trade entry.
6. Good relationship with Internal Teams, external distributor, and Direct clients.
7. Good understanding on PMS, AIF documentations
