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Mutual Funds Research Professional

3 - 8 years

10 - 15 Lacs

Mumbai Thane

Posted:2 weeks ago| Platform: Naukri logo

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Skills Required

financial services sales portfolio mf portfolio management investment banking business development accounting capital market marketing derivatives relationship management private banking hni client handling wealth management mutual funds finance

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities: Track equity and debt oriented mutualfunds. Analyze and suggest mutual fund schemes. Reviewing clients portfolios Gather information from various sources and interpret patterns and trends. Prepare research reports and analysis on complex data. Maintainup-to-date knowledge of financial services industry happenings and current events. Key Result Areas:- Portfolio Management Analysis of various MF scheme rankings. Researching on other funds schemes as per availability. Scheme suggestion to the client based on portfolio. Data maintaining with conclusions andrecommendations. Handling Mutual Fund investment Internal coordination for best investment advice for prospective clients

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Shashwath Solution
www.shashwathsolutions.com

Information Technology

Bangalore

50-100 Employees

661 Jobs

    Key People

  • Amit Sharma

    CEO

  • Sneha Rao

    CTO

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