Subject Matter Expert

2 weeks ago

Bengaluru, India neoworks technology llp Full time

**Subject Matter Expert - Mutual Funds**

**Roles & Responsibilities**
- Mutual fund research and analysis: The Subject Matter Expert - Mutual Fund is responsible for conducting mutual fund research and analysis, including analyzing fund performance, portfolio holdings, fees and expenses, and other factors that impact investment decisions. They may also monitor mutual fund industry developments and update internal and external stakeholders on relevant news and trends.
- Investment recommendations: The Subject Matter Expert - Mutual Fund is responsible for providing investment recommendations to clients, based on their risk profiles, investment objectives, and market conditions. They may also participate in the development of mutual fund products and services offered by the broking firm.
- Client relationship management: The Subject Matter Expert - Mutual Fund is responsible for building and maintaining relationships with clients, providing them with regular updates on market developments, investment recommendations, and performance reports. They may also participate in client meetings and calls to provide expert insights and guidance.
- Product and service development: The Subject Matter Expert - Mutual Fund may participate in the development of mutual fund-related products and services offered by the broking firm. This may involve conducting market research, collaborating with other teams, and providing expert insights on product features and benefits.
- Training and development: The Subject Matter Expert - Mutual Fund is responsible for providing training and development to other team members, such as sales representatives or relationship managers, on mutual fund-related topics. They may also participate in the recruitment and selection of new team members.
- Risk management: The Subject Matter Expert - Mutual Fund is responsible for managing the risks associated with mutual fund investments, including assessing risk exposure and developing risk management strategies. They may also participate in the development of risk management policies and procedures.
- Industry research and networking: The Subject Matter Expert - Mutual Fund is responsible for staying up-to-date on mutual fund industry trends and developments, including regulatory changes, and maintaining a network of industry contacts. They may also participate in industry conferences, seminars, and other events to stay informed and build relationships.

**Salary**: ₹400,000.00 - ₹600,000.00 per year

Ability to commute/relocate:

- Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (preferred)

Application Question(s):

- Fintech background

**Experience**:

- Mutual fund SME: 3 years (preferred)

License/Certification:

- nism, ncfm, fintech (required)

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