Responsibilities / tasks in job role: - Source relevant information and data to analyze trends and performance with respect to the financial planning industry
- Source relevant information and data to analyze trends and performance with respect to existing and new financial products and services
- Follow and get updated with the rules, regulations, circulars given RBI, SEBI, IRDA, PFRDA, Ministry of Finance, and other major Global Financial markets Regulators
- Develop helpful presentations, inference material for Sampadha management and its clients, so as to utilize them towards business decisions
- Design reports under the guidance of supervisors on different asset and sub asset classes and disseminate those reports and recommendations to clients over different medium of communication
- Recommend areas of priority based on indicators and pointers from research
- Share accurate and complete information / reports for the purposes, as directed by the supervisor
- Maintain complete data and documentation pertaining to the assigned tasks
- Ensure timely and complete reporting to the supervisor
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