Mutual Fund Executive

Job Description

Job Description Actively aware of the market trends, key economic factors, and performance of different funds over time as a part of Research and market analysis Strong foundation in financial modelling and valuation Client- Manager relationship building by good communication skills and providing adequate support to the client Investment Strategy Development as per client’s needs by assessing respective client capital allocation and customizing Recommend mutual funds, evaluating market trends, and adjusting when needed to align with the client’s financial objectives by keeping close eye on client’s portfolio Follow regulatory compliance set by SEBI and all informing the accurate information to the client related to compliance Business Development through networking, referrals, and active marketing through all medium. Should be motivated, work with the team effortlessly. Additionally , should always have the urge to learn continuously and have a positive attitude. Requirements Would Prefer candidates who have economics/accounts background till higher education Certification from NISM Mutual Fund Distributors Should be well versed with financial modelling and valuation Knowledge of Softwares like BSE STAR, REDVision etc. Additionally, they should be registered with AMFI and abide by their code of conduct Additional certificate related to Research Analysts will also be taken into consideration Minimum Experience: 3 yrs + Job Type: Full-time Pay: ₹25,000.00 - ₹35,000.00 per month Benefits: Cell phone reimbursement Leave encashment Paid sick time Paid time off Schedule: Day shift Monday to Friday Supplemental Pay: Performance bonus Work Location: In person