Research Support – Contribute in preparation of internal reports and model portfolio analysis. Prepare, maintain and provide various MIS for various training sessions and webinars.
Channel Support – Conduct portfolio ratifications and any other support that the channel may need from time to time
Training RMs – Plan and conduct RM training sessions on relevant topics, Coordinate for Clients Session with AMCs, conduct internal trainings as and when required, design Knowledge Assessment Tests, Conduct Video Tests to improve knowledge of RMs about mutual funds
🎯 Experience Required:
2+ years in relevant experience
Good communication skills
CFAs/FRMs/CAs/MBA Finance from Tier 1 institutes preferred
Additionally, will request you to check if there are any Management Trainees who joined us in last 2 years from top tier B-schools and may be interested in joining our team and let us know.