- 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
- Positive with numbers
- Good Excel/spreadsheet and other data analytical tools
- Clarity in financial concepts
- Ability to read and comprehend financial statements and reports