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Assistant Manager Mutual Fund and Fixed Deposit Cochin

2.00 to 5.00 Years   Kochi   21 Feb, 2022
Talent Leads HR Solutions Pvt Ltd
Job LocationKochi
EducationNot Mentioned
SalaryRs 5 - 6 Lakh/Yr
IndustryConsumer Durables / Electronics
Functional AreaGeneral / Other Software
EmploymentTypeFull-time

Job Description

    Roles and Responsibilities
    • Handling broker and direct channels for Fixed Deposits and bonds within the assigned region
    • Generating mutual fund business through direct channel, Empanelment of FD/ Bonds agents.
    • Increasing overall Mutual Fund AUM.
    • To plan and implement training on modules for investment planning and impart product knowledge via onsite workshops and conference training through area team.
    • To facilitate with vendors and Capital Market in effective design and implementation of Sales Tracker, Reco Module and online Portfolio Tracker. Market Analysis, Sales Scripts, One-off research briefings as well as crisis communication.
    • Ensure Portfolio Counsellor Team which is set up for high-end and Select Clients conducts.
    • Develop Portfolio Tracker Application for analyzing and presenting client portfolios. Handling broker channel for Fixed Deposits And bonds within the assigned region
    Desired Candidate Profile 2-5 years experience in Mutual fund and Fixed deposit,

Keyskills :
salesmisaccountstatbankingfixed income derivativesmutual fundscapital marketfixed depositsmarket analysisproduct knowledgeinvestment planningsetdesigncrisiscapitalscriptsvendorstraining

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