Posted By
Posted in
Banking & Finance
Job Code
1025119
- Leading MF, PMS & AIF. Supporting RM on client queries related to the products on platform by way of client meetings
- Run independent Equity MF evaluation
- Prepare and maintain monthly factsheets for all our recommended mutual fund schemes on the AR intranet.
- Maintain Model portfolio basket and regular updates on the same.
- Quarterly Industry benchmarking for PMS product on platform.
- Scouting new Alternate products coming in market.
- Coming up with quality thought leadership reports twice in a year.
- Keeping the team updated on latest happenings, news and trends in the Indian mutual fund industry, wealth management industry & Global Outlook
CFA Added Advantage - Not mandatory
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Posted By
Posted in
Banking & Finance
Job Code
1025119