About the Job
Key responsibilities:1. Financial Planning Support: Assist in preparing client-specific financial plans by aligning mutual fund strategies with individual financial goals and risk profiles.
2. Portfolio Review & Analysis: Conduct in-depth analysis of existing mutual fund portfolios to identify underperforming schemes and suggest suitable realignments.
3. Fund Recommendations: Evaluate new mutual fund offerings across categories and recommend options based on market trends, client objectives, and performance metrics.
4. Research Report Preparation: Prepare periodic mutual fund research reports, performance summaries, and market outlooks to support internal decision-making and client communication.
Number of Openings
1 openingsPerks of this Jobs
Life insurance Health insurance
Skills
Financial Modeling, Financial Analysis, Investing, Financial planning, Portfolio Management
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