Mutual Funds Research Professional

Shashwath Solution

3 - 8 years

10 - 15 Lacs

Mumbai Thane

Posted:1 month ago| Platform:

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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

Information Technology

Bangalore

50-100 Employees

1082 Jobs

Key People

Amit Sharma

CEO
Sneha Rao

CTO

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Mutual Funds Research Professional