Mutual Fund Specialist
Job Description:
Position -Mutual Fund Specialist
Qualification: Graduation Mandatory
Experience: Only Experienced candidate apply.
Language: Excellent Communication Required
Shift Timing: 9:00am to 6:00Pm (Monday to Friday)
10am to 5pm (Saturday)
Job Skills:
1. Focused & Analytical Skills
2. Listening & Decision-Making Skills
3. Proficiency in MS-Excel
4. Knowledge Of Stock Market
5. Advanced Mathematics & Aptitude Skills
Requirements:
Strong communication and teamwork abilities
Excellent analytical and decision-making capabilities
Proficiency in providing accurate and timely client information
Exceptional organizational skills for multitasking
Skills Required:
Comprehensive understanding of Financial Markets
Knowledge of various mutual fund schemes
Proficiency in analyzing investment options and evaluating investor risk profiles
Ability to effectively interact with clients and elucidate investment strategies
Strong selling skills
Responsibilities:
Stay updated with Mutual Fund policies and procedures
Perform monthly reconciliation of accrued expenses and payables, calculating expense ratios
Authorize and process entries in Trust System related to Mutual fund activities
Verify completeness and accuracy of paperwork
Document and update procedure manuals as necessary
Proactively follow up on pending issues with custodians
Collaborate with internal departments and external partnerships
Key Skills :
Company Profile
It is a team of young energetic people focussed on generating consistent returns for their clients with the help of mathematics and statistics.
Telephonic Interview Available
- Telephonic interview are scheduled for this job opening.
- Interested Candidates are requested to apply and get recruiter contact number for telephonic interview.
- Candidates can call recruiter on given contact to start telephonic interview during working hours.