Manage mutual fund account onboarding, process SIP, SWP, STP, redemption, dividend, and switch transactions, prepare client performance reports, reconcile accounts and portfolios, research mutual funds, operate trading platforms, maintain SEBI and AMFI compliance, and respond to client investment inquiries.
- Assist for onboarding individual, corporate, or minor investment accounts on the Bombay Stock Exchange (BSE)
- Execute orders such as systematic investment plans (SIP), systematic withdrawal plans (SWP), systematic transfer plans (STP), redemptions, dividends and switches for mutual fund clients.
- Prepare and send periodic performance and other relevant reports to clients
- Reconcile accounts and portfolios on a daily, weekly, and monthly basis
- Conduct thorough research of various mutual funds to provide informed recommendations to clients
- Manage and operate multiple popular mutual fund trading platforms, including BSE STAR MF, IFA Planet, ICICI Prudential Technology, and FundzBazar.
- Ensure compliance with SEBI, AMFI, and other regulatory bodies.
- Respond promptly and effectively to client inquiries regarding their investments and account-related matters
Requirements
Qualification :
- Economics / Management / Finance graduate or postgraduate
- Candidates having NISM-Series-V certification are preferred but not mandatory.
Qualities that are desired in a research analyst are:
- 2-4 years of experience and knowledge about various mutual funds
- Good with numbers
- Good Excel/spreadsheet and other data analytical tools
- Clarity in financial concepts
- Ability to read and comprehend financial statements and reports
- Ability to ask pertinent questions
- Attention to details
- Communication Skills – Written and Verbal
- Office Hours: 9 AM to 6:30 PM Monday to Friday
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