Job Description

Research and Analysis:

- Study Mutual Funds on various parameters from Secondary sources (AceMF Database and Primary Sources (Calls with Fund Manager) to select Funds in focus across categories.

- Study the company objectives, safety and their financials in case of NCD/Bonds/ IPO's.

- Study the company financials, ratings and their past repayment history in case of Company Fixed Deposits.

Building Portfolios for Clients:

- Preliminary Risk profiling of the client based on the Questionnaire prepared.

- Further investigation in terms of client requirements, objectives, timeframe and risk appetite.

- Asses the Tax planning needs

- Assess the cash flow requirement and creation of Emergency Fund

- Create a mix of products based on the Requirement

- Select the products with long term perspective or in sync with investors timeframe.

Support (Sales Team/ Investors):

- Select funds across categories and send to team for ready reference.

- Track the performance and make necessary changes based on the changing trends.

- Product Reports on NCD/Bonds/IPOs/Mutual Fund NFO's

- Monthly Newsletter which comprises of Market roundup, Performance of MF schemes, ongoing NCD/Bonds and Fixed Deposits

- Attend to the queries from Investors and resolve their queries.

- Design and formulate Mail campaign content with the help of designer.

- Respond to the mail campaign queries and resolve them. Also, leads generated are passed on to the team.

- Following up with the team on closure of leads.

Articles and Reports:

- NCD/Bonds/IPO/ NFO Reports as and when product is launched.

- Monthly newsletter containing Market Roundup, Fund/NFO/NCD/Theme Report

- Periodical reports on Select Mutual Funds.

Requirements

- Experience of minimum 3 years in mutual fund/Equity market analysis

- CFP or CFA level 2or 3 certification is desirable not must

- NISM VA is a must

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