MIG-2259
Sr. Analyst
Bangalore · March 15, 2022
Hiring Status Unconfirmed
Key responsibilities
Job Responsibilities will include:
Reporting
- Regular reports – Daily / Weekly / PWMS
- Other reports – Product note / MF analysis report
- Client centric reports – Monthly / Direct Equity (with customized factsheet)
/ Capital Gains / Yearly reports
Client Management
client conversion
portfolio management
client meetings
Portfolio Designing – Comprahensive and gold based FP / Need Based Analysis /
Financial Plans / Switch | Profit-booking | redemption recos
Client interaction – Queries (Tax, Investment, report related)
Research
PR initiatives – Blog / Articles
Training – Product training
Desired candidate profile
Job Responsibilities will include:
Reporting
- Regular reports – Daily / Weekly / PWMS
- Other reports – Product note / MF analysis report
- Client centric reports – Monthly / Direct Equity (with customized factsheet)
/ Capital Gains / Yearly reports
Client Management
client conversion
portfolio management
client meetings
Portfolio Designing – Comprahensive and gold based FP / Need Based Analysis /
Financial Plans / Switch | Profit-booking | redemption recos
Client interaction – Queries (Tax, Investment, report related)
Research
PR initiatives – Blog / Articles
Training – Product training
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