Research And Development Specialist - Hyderabad, India - Assetmine Capital Pvt Ltd

Description

Job Description

Research and Analysis:

Study Mutual Funds on various parameters from Secondary sources (AceMF Database and Primary Sources (Calls with Fund Manager) to select Funds in focus across categories.

Study the company objectives, safety and their financials in case of NCD/Bonds/ IPOs.

Study the company financials, ratings and their past repayment history in case of Company Fixed Deposits.

Building Portfolios for Clients:

Preliminary Risk profiling of the client based on the Questionnaire prepared.

Further investigation in terms of client requirements, objectives, timeframe and risk appetite.

Asses the Tax planning needs

Assess the cash flow requirement and creation of Emergency Fund

Create a mix of products based on the Requirement

Select the products with long term perspective or in sync with investors timeframe.

Support (Sales Team/ Investors):

Select funds across categories and send to team for ready reference.

Track the performance and make necessary changes based on the changing trends.

Product Reports on NCD/Bonds/IPOs/Mutual Fund NFOs

Monthly Newsletter which comprises of Market roundup, Performance of MF schemes, ongoing NCD/Bonds and Fixed Deposits

Attend to the queries from Investors and resolve their queries.

Design and formulate Mail campaign content with the help of designer.

Respond to the mail campaign queries and resolve them. Also, leads generated are passed on to the team.

Following up with the team on closure of leads.

Articles and Reports:

NCD/Bonds/IPO/ NFO Reports as and when product is launched.

Monthly newsletter containing Market Roundup, Fund/NFO/NCD/Theme Report

Periodical reports on Select Mutual Funds.

Requirements

Experience of minimum 3 years in mutual fund/Equity market analysis

CFP or CFA level 2or 3 certification is desirable not must

NISM VA is a must