Posted By
Posted in
Sales & Marketing
Job Code
539567
Functional Responsibilities:
1. Mutual Funds
Origination:
- Origination of Mutual Fund ideas, across fixed income and equity, tie-ups with AMC- s, due diligence of Mutual Funds, launch of MF ideas
Mutual Funds Research and Analysis:
- Analysis of Mutual Funds across product categories on multiple parameters
- Continuous tracking of mutual funds, benchmarking, etc.
- Meetings with fund management teams for initiation of ideas / tracking of existing recommendations
- Publishing mutual fund and related product collaterals on a regular basis
Sales Co-ordination and Support:
- Support Relationship Managers in increasing sales penetration across focus ideas
- Conducting training for RMs, Meetings with RMs and clients
- Review of Mutual Fund portfolios of key clients
- Assisting RMs with investment proposals
- Ongoing tracking MF sales, revenues and penetration
2. Structured Products
- Structured Products - origination of product ideas, tie-ups, co-ordination, launch and sales support
3. Investment Strategy
- Contributing to the overall investment strategy formulation and investment recommendation process
- Contributing to investment publications of Advisory team
4. Other
- Working closely within Advisory team on a variety of product support / process-related matters
- Work closely with Operations, Technology, Compliance on business development, process and regulatory matters
Key Skills Requirements
- Strong functional knowledge across asset and product classes; especially MFs and structured products
- Strong analytical skills, proficiency with MS Word, Excel, Power Point
- Good communication skills (verbal, written)
Didn’t find the job appropriate? Report this Job
Posted By
Posted in
Sales & Marketing
Job Code
539567
Download the iimjobs app to
apply for jobs anywhere, anytime
Download on
App Store
Get it on
Google Play
Scan to Download