Investment Advisor - Mutual Fund

- Looking after the Mutual Fund business.

- Meeting Existing Clients & New clients.

- Helping the relationship managers in converting their equity clients in to mutual funds.

- Managing Liquid funds of the corporate.

- MIS reporting to head office on daily basis on mutual fund buying & redemptions

- Co-ordinating with all the Branch Managers & Head of the Departments for mutual fund business.

- Arranging training for the relationship managers with various AMCs.

- Conducting Meetings with all the Branches to help them build Strategies, Clarify Doubts & other Relevant Issues concerning Mutual Funds

- Conducting Mutual Fund Seminars for Existing Equity Clients for imparting knowledge about mutual funds.

- Doing proper Financial Need Analysis and Financial Planning for the clients.

- Grievance handling of the Clients.