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28/07 Aditi Panjwani
Partner at Infinite HR

Views:201 Applications:45 Rec. Actions:Recruiter Actions:11

Equities Role - BFS (3-5 yrs)

Mumbai Job Code: 1132074

Ideation - Equities


- Part of team involved in generating investment ideas to meet the clients financial goals

- Contribute to and prepare investment proposals for clients

- Analyse Investment Vehicles - Equity Mutual Funds, PMSes, AIFs, Direct Equity

- Track PMS Universe

- Track ETF and Index Funds Universe

- Crate Periodic Macro study

- Provide recommendations based on the above analysis

- Writing Periodic reports and Updates

- Conduct periodic reviews of client investment portfolios to track they are meeting the investment objectives. Identify, highlight variances and suggest changes, if any.

- Provide data / guidance and support Relationship managers for the periodic client reviews and other client requests for information.

- Build relationship with Mutual Fund Managers and PMS Managers and continuously research for new fund opportunities

- Stay updated, track new policies, actions, guidelines circulated by RBI, SEBI etc to provide client updates and build knowledge decks

- Contribute to preparation of the monthly MIS

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.

Women-friendly workplace:

Maternity and Paternity Benefits

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