01Overview
Evaluate Investor Portfolios periodically, discuss it with IA and share desired reports with clients
Manage and Strengthen client relationships through content and knowledge sharing
Initiate, execute & record all proposed investment transactions based on client interactions
Perform Mutual Fund (MF) research and Portfolio analysis regularly
Being up to date about the capital market events and trends, market outlook and all investment products
Attending AMC CIO/Fund Manager conferences and keeping abreast with all MF categories & products
Creating Investor Awareness campaigns for existing and recent clients by simplifying finance concepts.
Proficient in MS Office
Good understanding of Financial Market Fundamentals
Excellent Communication Skills. .
