Job: Research Analyst(Mutual Fund) and Portfolio Creation _Exp 3 plus Exp_Salary 4lkh PA to 7lkh PA

Designation: Research Analyst (mutual funds) or Financial Planner or Mutual
Fund Analyst
Below is a detailed Job Description: ROLES AND RESPONSIBILITIES:

SHOULD HAVE INDIAN MUTUAL FUND EXP WITH CLIENT PORTFOLIO CREATION

1. Goal Based Financial Planning: Prepare ‘Comprehensive’ Plans for
clients based on: Risk Appetite, Time Horizon, Goal Priority & Dependents
2. Investment Advisory Portfolio: Recommended mutual fund portfolio’s
based on Asset Allocation Model, based on- Risk, Time & Liquidity
3. Research Reports: Generate Weekly Client e-mailers, Product Notes,
Budget Updates & content for Facebook, LinkedIn & blog
4. Monitor & Report Client Portfolios: Actively Monitor client
portfolio’s to ensure progress as planned & provide monthly Portfolio
Reports