Manager

PRIMARY JOB RESPONSIBILITIES

1. To evaluate Performance of MF Portfolio across the industry

• Preparing MF Audit document for clients and supporting RMs with the Audit Doc.
• Creating tracking mechanism for the same and follow up on the same with RMs.
• Standardizing the review format with thorough knowledge of Microsoft Excel, Power Point Presentations etc.
• Doing meeting with Clients and supporting RMs in presenting the Audit document.

2. Thorough knowledge needed of the following

• Full understanding of the Financial Data Document and deciding the right allocation of equity & debt mutual funds in helping achieve the clients return objective.
• MF selection methodologies (Equity & Debt) and MF model portfolio.
• Creation and delivery of O1-O2 formats as per the GAP Sheet.
• All notes released periodically from the MF research desk.

FUNCTIONAL / TECHNICAL & BEHAVIOURAL SKILLS REQUIRED

Functional / Technical Skills

1. Basic understanding of broader financial markets across asset classes and basic knowledge of financial products.
2. Basic skills of MS Excel and PowerPoint.

Behavioral Skills

1. Sales & Marketing Skills
2. Good Communication and Interpersonal Skills
3. Go-Getter Attitude
4. Team player