Role & Responsibilities:
- Leading MF, PMS & AIF. Supporting RM on client queries related to the products on platform by way of client meetings
- MF
- Run independent Equity MF evaluation
- Prepare and maintain monthly factsheets for all our recommended mutual fund schemes on the AR intranet.
- Maintain Model portfolio basket and regular updates on the same.
- Quarterly Industry benchmarking for PMS product on platform.
- Scouting new Alternate products coming in market.
- Coming up with quality thought leadership reports twice in a year.
- Keeping the team updated on latest happenings, news and trends in the Indian mutual fund industry, wealth management industry & Global Outlook
Job Specific Qualifications:
- CFA preferable
- Product and Research experience of minimum 4years
- Needs to be conversant with the working of mutual funds and insurance including their taxation, types of schemes, etc
- Updated knowledge about the markets and economic developments
- Excellent report writing skills
- Should be proficient in Excel
Kindly share applications on [Confidential Information] or WhatsApp on 9819864010 for further process.
