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

Hyderabad

Karvy - Head - Research 

Karvy - Head - Research  ,Job Description for Karvy - Head - Research  in Karvy Group in  Hyderabad for (8-10) years of experience. Apply Now!

Job Description for Karvy - Head - Research  in Karvy Group in  Hyderabad for (8-10) years of experience. Apply Now!