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Tarikaa

Founder at Aster Consultants

Last Login: 06 October 2023

Job Views:  
1025
Applications:  157
Recruiter Actions:  137

Job Code

1174920

Fund Manager - Debt

12 - 17 Years.Mumbai
Posted 2 years ago
Posted 2 years ago

Work Experience (highlight) :

Work Experience of 12- 15 years. Should have managed and monitored model portfolios in adherence with the strategic framework to deliver outperformance of returns consistently

Core Purpose of the Role :

- Meet regularly with analysts and researchers to discuss the market trends to discuss market development and trends

- Network with Industry experts to maintain current understanding of market trends and industry activities

- Develop investment policies and strategies for the model portfolios based on understanding of client/investor needs, return expectations, investment objectives and market and economic conditions

- Assess portfolio to ensure compliance with regulatory requirements, firm policies and portfolio investment strategies; ensure accuracy of trading transactions and compliance with industry rules and regulations

- Maintain regular contact and ongoing dialogue with clients in order to develop business through contacts and referrals

- Make sales and marketing presentations to current and prospective clients on behalf of the organization in order to attract new customers and maintain and service existing clients

- Ensure outperformance of the portfolio and create niche mind space with our clients

- Liaise and call with Sales team and Channel Partners to increase PMS visibility

- Build strong business relationship with Channel Partners so as to influence the channel partner's decision with allocation

Technical Skills:

- Building financial & valuation Models, Pricing derivatives, futures and swaps, Generating MIS reports, Excel Capital Markets Platforms: Bloomberg, Reuters, Newswire, NDS-OM/PDO, CBLO Dealing, Capitaline, Prowess Modeling with graphical charts, Accessing data from Bloomberg & Reuters directly to MS Excel

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Posted By

user_img

Tarikaa

Founder at Aster Consultants

Last Login: 06 October 2023

Job Views:  
1025
Applications:  157
Recruiter Actions:  137

Job Code

1174920

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