Should have a sound understanding of Equity, MF, Debt Instruments.
Knowledge of Microsoft Excel, PowerPoint
Purpose of the Job: 1. Prepare presentations for existing/new products on their features & offerings; make monthly factsheets for all products
2. Coordinate with support groups like brokers, legal and compliance
3. Design process & system launch for new products in consultation with operations team
4. Present the product & process notes to the Investment Committee for their approval
5. Portfolio monitoring on a monthly basis to check performance of the product
6. Support sales team to help them understand the products and manage their queries
CA
0-2 Years
Above Rs.300,000/-
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CAclubindia
