- 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

- Valuable 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

📌 Mutual Fund Operations - Navi Mumbai (Vashi)
🏢 Mintskill HR Solutions
📍 Vashi