Mutual Fund Portfolio Manager - Sales

3 - 7 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Mutual Fund Portfolio Manager - Sales in Chennai, you will be responsible for managing mutual fund portfolios, conducting financial analysis, creating investment strategies, and evaluating fund performance to achieve desired financial goals. Your key responsibilities will include: - Manage and oversee mutual fund portfolios to achieve desired financial goals. - Develop and implement customized investment strategies based on client objectives and market conditions. - Conduct in-depth financial analysis to identify profitable investment opportunities. - Evaluate fund performance and make data-driven decisions to optimize returns. - Monitor market trends and perform risk assessments to mitigate potential losses. - Allocate assets effectively across various investment options to maintain a balanced and diversified portfolio. - Ensure adherence to regulatory compliance and industry standards in all investment activities. - Collaborate with clients and internal teams to address investment needs and provide expert advice. Qualifications and Skills: - Financial Analysis (Mandatory skill): Proficiency in analyzing financial statements and investment opportunities to maximize returns. - Selling mutual Funds & Insurance - Investment Strategy (Mandatory skill): Expertise in developing and implementing investment strategies tailored to client needs. - Fund Performance Evaluation (Mandatory skill): Ability to evaluate mutual fund performance using various financial metrics. - Risk Management: Experience in identifying and mitigating financial risks associated with mutual fund investments. - Portfolio Optimization: Skilled in optimizing investment portfolios for maximum return and minimum risk. - Market Research: Conducting thorough market research to inform investment decisions and strategies. - Asset Allocation: Proficient in allocating assets across different investment options to ensure a balanced portfolio. - Regulatory Compliance: Ensuring all investment activities adhere to financial regulations and compliance standards.,

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