Job Details
Title | Financial Executive |
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Posted On | 03 Nov 2222 |
Description |
Skills: Knowledge of mutual funds, equity markets and other financial instruments thereby analyzing and assessing market information Qualification: CFA Work Hours: 10-Jul Salary: 18,000-30,000 Experience Required: 1 to 5yrs Industry: Financial security Details:
· Maintaining updated knowledge about Financial markets & current events · Knowledge of mutual funds, equity markets and other financial instruments thereby analyzing and assessing market information · Collating and interpreting Company data to facilitate stock investment recommendations · Coordinating with the clients for their respective Equity & MF Portfolio reviews · Updating the clients about the new products and services through mailers · Tracking quarterly performance of Mutual Funds for client recommendation · Preparation of Quarterly Research Reports for different categories of Mutual Funds · Tracking Stocks performance using Price, Volume and Moving Averages in Technical Analysis · Preparing financial plans and Retirement Solutions for individuals · Recommending the right mutual funds to prospective Retail, HNI and Corporate investors which are in line with the company's investment policies · Preparing reports by researching on various companies’ financials and their business models · Tracking quarterly performances of companies and sectors along with major corporate announcements and actions · Assist in marketing and advertising promotional activities (e.g. social media, direct emails etc) · Handling other miscellaneous tasks, if any Requirements: · Strong professional drive with desire to new learnings · Knowledge of the basic principles and practices of accounting and financial analysis · Excellent verbal and written communication skills · Excellent knowledge of MS Office including MS Word, Excel, and PowerPoint Job Type: Full-time Salary: ?8,868.17 - ?33,539.03 per month |
Job Location |
Address Locality: Fort Address Region: Mumbai Street Address: Fort, Kalaghoda Postal Code: 400001 |