A Naukri Group company
लॉगिनहायर लोकल स्टाफ
A Naukri Group companyलॉगिनहायर लोकल स्टाफ
13,000 - 15,000 /महीना
Capkco Financial Advisor Private Limited
गुलबई टेकरा, अहमदाबाद
बैक ऑफिस / डेटा एंट्री में 0 - 1 वर्षो का अनुभव
फुल टाइम
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
