Mutual Fund Strategist
2 weeks ago
Key Responsibilities:
1. Mutual Fund Investment Strategy:
Develop & manage Mutual Fund investment strategy per AssetPlus Research process
2. Training and Development:
Conduct engaging and informative training sessions both online and offline for mutual fund distributors and internal teams
Develop comprehensive training materials with the help of Research Team and modules on mutual funds, investment strategies, market trends, and wealth creation
3. Communication:
Effectively communicate AssetPlus Investment strategies and complex mutual fund concepts in an easily understandable manner
Provide strategic advice and insights on mutual fund investments and portfolio management
Keep abreast of the latest market trends and regulatory changes in the mutual fund industry
4. Collaboration and Support:
Work closely with internal teams to align training programs with business objectives
Offer ongoing support and guidance to intermediaries for their professional development
Professional Requirements
The role will be suitable for candidates with 7+ years of experience in research / product / sales functions of mutual funds, advisory, wealth management, private banks, financial media, or rating agencies
In-depth knowledge of mutual funds, financial planning, and wealth-creation strategies
Exceptional communication and presentation skills
Strong ability to simplify and teach complex financial concepts
Proficient in English and Hindi.
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