Job Overview

We are seeking a dynamic Mutual Fund Portfolio Manager - Sales to our client in Chennai. This is a full-time role where the selected candidate will be responsible for managing mutual fund portfolios, conducting financial analysis, creating investment strategies, and evaluating fund performance.

Qualifications and Skills

• Financial Analysis (Mandatory skill): Proficiency in analyzing financial statements and investment opportunities to maximize returns.
• Selling mutual Funds & Insurance
• Investment Strategy (Mandatory skill): Expertise in developing and implementing investment strategies tailored to client needs.
• Fund Performance Evaluation (Mandatory skill): Ability to evaluate mutual fund performance using various financial metrics.
• Risk Management: Experience in identifying and mitigating financial risks associated with mutual fund investments.
• Portfolio Optimization: Skilled in optimizing investment portfolios for maximum return and minimum risk.
• Market Research: Conducting thorough market research to inform investment decisions and strategies.
• Asset Allocation: Proficient in allocating assets across different investment options to ensure a balanced portfolio.
• Regulatory Compliance: Ensuring all investment activities adhere to financial regulations and compliance standards.

Roles and Responsibilities

• Manage and oversee mutual fund portfolios to achieve desired financial goals.
• Develop and implement customized investment strategies based on client objectives and market conditions.
• Conduct in-depth financial analysis to identify profitable investment opportunities.
• Evaluate fund performance and make data-driven decisions to optimize returns.
• Monitor market trends and perform risk assessments to mitigate potential losses.
• Allocate assets effectively across various investment options to maintain a balanced and diversified portfolio.
• Ensure adherence to regulatory compliance and industry standards in all investment activities.
• Collaborate with clients and internal teams to address investment needs and provide expert advice.