Research Analyst - Mutual Funds - Sales Support

Urgent opening as a “Research Analyst: Mutual Funds” with one of the reputed organization for Head office in Chennai.

Experience Required : 3.5 Yrs +

Research Analyst – Mutual Funds – Chennai H.O

Job Description:

1. Portfolio review & recommendation of HNI clients

2. Financial planning to HNI clients

3. MF Quarterly Analysis and recommendation – both debt and equity schemes

4. Investment strategy report for wealth management team

5. Provide contents for Quarterly e magazine

6. New Product scanning in the market

7. Contribute articles in the company website in a separate section called ‘Knowledge Centre’

8. Organize regular con-calls with Relationship Managers

9. Training support to sales team.

10. Client visits along with the RM

11. Take part proactively with leading AMC fund managers through con–call for knowledge update.

12. Business support in terms of providing relevant data about the industry

Broadly following are key tasks:

Communication to clients ( Updates on Global & domestic economy and Equity & debt markets, product updates, Concept notes etc)

Communication to RMs ( Scheme Updates, Industry & Market updates, Concept notes etc)

Accompanying Relationship managers for HNI client calls & Presentations. Training the Relationship managers on equity and debt markets

Comprehensive Portfolio analysis & recommendations for select clients, Analysis and selection of MF Schemes.

Shailja Bisht