Executive

Mutual funds,portfolio managing,nse, sip,switches redemption,software knowledge and experience of mutual funds.

Responsibilities:

Portfolio Management:

Develop and implement investment strategies aligned with client risk profiles and financial goals.
Monitor market trends and adjust portfolios accordingly.
Conduct research and analysis of mutual fund schemes.
Provide investment advice and recommendations to clients.
NSE Trading:

Execute buy and sell orders on the NSE platform.
Manage trading risk and optimize portfolio performance.
Stay updated on market news and regulatory changes.
Client Services:

Provide comprehensive client support, including account opening, fund switches, redemptions, and query resolution.
Educate clients on mutual fund concepts and investment strategies.
Build and maintain strong relationships with clients.
Software Proficiency:

Demonstrate expertise in using mutual fund software platforms (e.g., MF Utility, CAMS, Karvy).
Utilize trading platforms and market data analysis tools.
Regulatory Compliance:

Ensure compliance with SEBI regulations and industry standards.
Maintain accurate records and documentation.