Research Analyst-Wealth

Vrinda Consultants
  • Mumbai
  • 10-15 lakh
  • 3-8 years
  • Views
  • 01 Jun 2017

  • Finance/ Accounts

  • Banking - Retail
Job Description

Do in-depth research on Mutual Funds, Alternate Product and Capital Markets
Publishing Approved List of MFs (client's Distribution List) based on Research Methodology on a periodical basis
Selecting Financial products based on set Client's Parameters and House View
Preparation of Investment Proposal for the HNI Clients
Review of existing portfolio and recommendation of Investment Proposal for the HNI Clients
Prepare Monthly Insights Magazine
Prepare Research notes, articles for Newspaper and Magazines
Conduct Monthly Conference Call with PAN India Sales Team on Market Insights and Investment Strategy
Liaison with Internal and External Stakeholders for generating Investment ideas, Market Views, etc.

Competencies/Skill sets for this job

Hni Clients Research Methodology Distribution Mutual Funds

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About Organisation

Vrinda Consultants