Investment Executive

13,000 - 15,000 /month

Capkco Financial Advisor Private Limited

Gulbai Tekra, Ahmedabad

0 - 1 years Experience in Back Office / Data Entry

1 Opening

Full Time

Skills Required

Computer Knowledge

Email Writing

MS Excel

Job Highlights

Graduate and above

All genders

09:45 AM - 06:45 PM | 6 days working

Bike, PAN Card, Aadhar Card, Bank Account

Job Description

The Mutual Funds Specialist is responsible for managing and promoting mutual fund investment products, assisting clients in building investment portfolios, and ensuring compliance with regulatory standards. The role requires a deep understanding of financial markets, risk assessment, and customer relationship management.

Key Responsibilities:

1) Client Advisory :

Provide investment advice to clients based on their financial goals and risk appetite.

Recommend suitable mutual fund schemes and investment strategies.

2) Portfolio Management:

Assist clients in structuring and managing their mutual fund portfolios.

Conduct periodic reviews and suggest modifications to enhance returns.

3) Market Research & Analysis:

Analyze mutual fund performances and market conditions.

Stay updated with new fund launches, industry trends, and SEBI regulations.

Provide insights on market movements and potential investment opportunities.

4) Compliance & Documentation:

Assist clients with KYC (Know Your Customer) and other documentation requirements.

Maintain accurate records of transactions and client interactions.

5) Customer Relationship Management:

Build and maintain strong relationships with clients.

Address client queries, concerns, and grievances effectively.

Required Skills:

• Bachelor's degree in Finance, Business Administration, or a related field.

• Strong knowledge of mutual fund products, NAVs, and asset allocation.

• Excellent communication and interpersonal skills.

• Analytical mindset with the ability to interpret data.

• Proficiency in MS Office and financial analysis tools

Other Details

It is a Full Time Back Office / Data Entry job for candidates with 0 - 1 years of experience.

More about this Investment Executive job

What skills and experience do you need for this Investment Executive job?
Ans : To apply for this Investment Executive job, candidates should have skills like Computer Knowledge, Email Writing, MS Excel along with 0-1 years of experience.
What is the salary and job type for this role?
Ans : The salary for this Investment Executive job ranges between ₹13,000-₹15,000 per month. This is a Full Time job.
What is the work schedule for this Investment Executive job?
Ans : This Investment Executive job has 6 days working days and timings from 09:45 AM - 06:45 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Gulbai Tekra, Ahmedabad.
How many vacancies are there for this Investment Executive job?
Ans : There is 1 vacancy for this Investment Executive role.
Is this job open for all genders?
Ans : Yes, this Investment Executive job is open for both male and female candidates.
What are the key responsibilities of this Investment Executive job?
Ans : As a Investment Executive, key responsibilities include skills like Computer Knowledge, Email Writing, MS Excel. This role is part of Back Office / Data Entry category.
What is the job location for this position?
Ans : The job location for this Investment Executive position is Gulbai Tekra, Ahmedabad.
Who is the right fit for this Investment Executive job?
Ans : A candidate having skills like Computer Knowledge, Email Writing, MS Excel with 0-1 years of experience is the right fit for this Investment Executive job.
What makes this Investment Executive job a good opportunity?
Ans : This Investment Executive job is a good opportunity as it offers a salary between ₹13,000-₹15,000 per month. This is a Full Time job and has 1 openings.