Roles and Responsibilities:
Track equity and debt oriented mutualfunds.
Analyze and suggest mutual fund schemes. Reviewing clients portfolios
Gather information from various sources and interpret patterns and trends.
Prepare research reports and analysis on complex data.
Maintainup-to-date knowledge of financial services industry happenings and current events.

Key Result Areas:-
Portfolio Management
Analysis of various MF scheme rankings.
Researching on other funds schemes as per availability.
Scheme suggestion to the client based on portfolio.
Data maintaining with conclusions andrecommendations.
Handling Mutual Fund investment Internal coordination for best investment advice for prospective clients

Mandatory Key Skills
relationship management,finance,wealth management,business development,mutual funds,private banking,hni client handling,marketing,investment banking,capital market,derivatives,accounting,mf,portfolio management,portfolio,financial services,sales.

📌 Mutual Funds Research Professional Pune
🏢 Shashwath Solution
📍 Pune