Job Title Wealth Manager - Mutual Funds AIF Location Khandwa Madhya Pradesh Type Full-Time The Role We are seeking a highly skilled and motivated Mutual Funds AIF Specialist Manager to join our dynamic investment team In this role you will be responsible for managing analyzing and optimizing mutual fund portfolios and alternative investment strategies AIF You will work closely with the investment team to support strategic decision-making risk management and client reporting The ideal candidate will have a solid understanding of investment products including mutual funds AIFs and other financial instruments along with excellent communication and analytical skills Job Responsibilities - Alternate Investment Fund AIF Sales 1 Portfolio Management Oversee the management of mutual fund portfolios and AIF products to ensure alignment with client objectives and investment mandates Analyze market trends economic data and financial reports to inform investment decisions o Perform asset allocation and portfolio construction based on risk tolerance and market conditions 2 Investment Strategy Research Conduct own in-depth research or can get in touch with internal research team on alternative investments including private equity and other alternative asset classes Evaluate and recommend strategies for mutual funds and AIF portfolios to meet performance targets Regularly review fund performance and recommend adjustments as needed 3 Risk Management Compliance o Assess and mitigate risk exposure across portfolios ensuring that all investments adhere to regulatory guidelines and internal risk policies compliance with all relevant regulations such as SEBI AIF Regulations and other applicable standards 4 Client Stakeholder Communication Communicate with clients and internal stakeholders regarding portfolio performance market outlook and strategic adjustments Prepare and deliver detailed client reports presentations and investment recommendations 5 Fund Performance Monitoring Reportin

📌 Wealth Manager Mf (Khandwa)
🏢 Pune E Stock Broking
📍 Khandwa