Posted:15 hours ago|
Platform:
On-site
Full Time
Roles and Responsibilities
Handle all the operations in the Mutual fund
department.
1- Conduct evaluation, research, and suggest
investment strategies as per client's
portfolios.
2- Carry out buying and selling units to
manage funds.
3- Coordinating with clients.
4-Co ordinating with RMs and Fund
managers, attending webinars and seminars
of AMCs for knowledge upgradation.
5- Onboarding new clients and focusing on
the growth of the AUM of the company.
Desired Candidate Profile
1-4 years of experience in Mutual Fund
Interfacing with our various partners such as Mutual Fund companies, insurance companies, CAMS/ Karvy, etc.
Processing the transaction of equity, Mutual Funds, etc.
Managing the Investment software that maintains customer portfolio and AUM
Processing new clients & set up clients in the back office.
Job Type: Full-time
Pay: ₹10,000.00 - ₹20,000.00 per month
Ability to commute/relocate:
Experience:
Work Location: In person
Motilal Oswal ( Value Management )
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