Executive- Mutual Funds

Responsibilities:

Client Interaction & Advisory:
Consult with clients to understand their investment goals, risk tolerance, and financial situation.
Provide information and guidance on mutual fund products, portfolio strategies, and market trends.
Recommend suitable investment options based on client profiles.
Explain complex financial concepts in a clear and understandable manner.
Build and maintain strong client relationships.
Transaction Execution & Portfolio Management:
Execute client transactions, including purchases, redemptions, switches, and SIP registrations.
Monitor client portfolios and make recommendations for adjustments as needed.
Conduct research and analysis on mutual funds and market conditions.
Ensure compliance with all regulatory requirements.
Market Knowledge & Analysis:
Stay up-to-date on the latest developments in the Indian stock market (NSE) and mutual fund industry.
Analyze market trends and identify potential investment opportunities.
Monitor the performance of various mutual funds and benchmark them against relevant indices.
Software & Systems Proficiency:
Utilize relevant software platforms for portfolio management, transaction processing, and client relationship management (CRM).
Maintain accurate records of client transactions and portfolio holdings.
Generate reports and statements for clients.
Compliance & Regulatory Adherence:
Adhere to all applicable regulations and compliance requirements related to mutual fund investments.
Ensure all transactions are processed in accordance with established procedures.

MUTUAL FUNDS,PORTFOLIO MANAGING,NSE, SIP,SWITCHES REDEMPTION,SOFTWARE KNOWLEDGE AND EXPERIENCE OF MUTUAL FUNDS.