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

·      CFP or CFA level 2or 3 certification is desirable not must

·      NISM VA is a must