Posted:1 day ago|
Platform:
On-site
Full Time
Over the years, Ontrust has worked with many players across various Industries like Consumer Products, Healthcare, Manufacturing, Financial Services, Infrastructure, Power, Engineering, Real Estate, Retail, Ecommerce, Education, Edutech, Fintech amongst others – both within and outside India.
Ontrust relies extensively on the expertise, experience, relationship and in-depth domain capital of its core team to offer varied services to its clients. Currently the organization is evolving to ensure delivery of its services through tech enabled platforms.
1. Monitoring NAV of various Mutual Funds and reviewing reasons for Performance / Under performance.
2. Analysis of Mutual Fund scheme rankings / ratings, researching other funds/schemes available.
3. Writing Reports & Articles.
4. Coordinating with the Sales team to understand and recommend best possible Investment advice for clients.
5. Review & analytical assessment of Clients’ & Potential Clients’ portfolios.
6. Supporting and Liasioning with various AMCs.
7. Updating various tools & data sets used within the Organization.
8. Reading extensively and updating oneself on new developments and new products.
BankKeeping
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