- 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
📌 Mutual Funds Research Professional (Pune)
🏢 Shashwath Solution
📍 Pune
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