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Apricus Wealth Investment Managers LLP

PMS Operations And Client Data Management Associate in Delhi

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Job Description

Key Responsibilities

  • Handle the complete KYC and onboarding process, including demat and bank account setups.
  • Support trade allocation, fund accounting, and settlements. Monitor fund flows, reconciliations, and coordinate with external custodians.
  • Liaise with custodians, banks, brokers, and portfolio managers for smooth operational workflows.

About Company: Apricus Wealth is a SEBI-registered Investment Adviser and Portfolio Management Services provider managing investments for high-net-worth individuals and family offices. With a focus on disciplined, research-driven strategies and operational excellence, we manage a growing portfolio of public equities and other listed instruments. Our team blends deep market experience with robust risk management practices to deliver long-term value to our clients.

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Job ID: 134609079