Financial Executive

Responsibilities:

· 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