Mutual Fund Portfolio manager - Sales

apartmentAkshaya Pvt Ltd placeChennai calendar_month 

Job Description

Skills:
Financial Analysis, Investment Strategy, Risk Management, Portfolio Optimization, Market Research, Asset Allocation, Fund Performance Evaluation, Regulatory Compliance,

Job Overview

We are seeking a dynamic Mutual Fund Portfolio Manager - Sales to our client in Chennai. This is a full-time role where the selected candidate will be responsible for managing mutual fund portfolios, conducting financial analysis, creating investment strategies, and evaluating fund performance.

Qualifications And Skills
  • Financial Analysis (Mandatory skill): Proficiency in analyzing financial statements and investment opportunities to maximize returns.
  • Selling mutual Funds & Insurance
  • Investment Strategy (Mandatory skill): Expertise in developing and implementing investment strategies tailored to client needs.
  • Fund Performance Evaluation (Mandatory skill): Ability to evaluate mutual fund performance using various financial metrics.
  • Risk Management: Experience in identifying and mitigating financial risks associated with mutual fund investments.
  • Portfolio Optimization: Skilled in optimizing investment portfolios for maximum return and minimum risk.
  • Market Research: Conducting thorough market research to inform investment decisions and strategies.
  • Asset Allocation: Proficient in allocating assets across different investment options to ensure a balanced portfolio.
  • Regulatory Compliance: Ensuring all investment activities adhere to financial regulations and compliance standards.
Roles And Responsibilities
  • Manage and oversee mutual fund portfolios to achieve desired financial goals.
  • Develop and implement customized investment strategies based on client objectives and market conditions.
  • Conduct in-depth financial analysis to identify profitable investment opportunities.
  • Evaluate fund performance and make data-driven decisions to optimize returns.
  • Monitor market trends and perform risk assessments to mitigate potential losses.
  • Allocate assets effectively across various investment options to maintain a balanced and diversified portfolio.
  • Ensure adherence to regulatory compliance and industry standards in all investment activities.
  • Collaborate with clients and internal teams to address investment needs and provide expert advice.
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