Your Role at FinClin Investment Advisors:
- Assist Investment advisory team willl all operations aspects for managing firm's clients
- Speak to all AMCs representatives w.r.t all investment products
- Initiate, execute & record all proposed investment transactions based on client interactions
- Assist team with data gathering in Mutual Fund (MF) research and Portfolio analysis periodically
- 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 .
02What you'll need
Experience
0 to 4 Yrs
Employment Type
Full time
Programming languages
Investment advisoryOperations managementClient managementPortfolio analysisMutual Fund researchCapital market knowledge