Job Description of Senior Analyst
Job Responsibilities will include:
Reporting
• Regular reports – Daily / Weekly / PWMS
• Other reports – Product note / MF analysis report
• Client centric reports – Monthly / Direct Equity (with customized factsheet)
/ Capital Gains / Yearly reportsClient Management
client conversion
...
portfolio management
client meetings
Portfolio Designing – Comprahensive and gold based FP / Need Based Analysis /
Financial Plans / Switch | Profit-booking | redemption recos
Client interaction – Queries (Tax, Investment, report related)
Research
PR initiatives – Blog / Articles
Training – Product training
Qualification Requirements
· Graduation in any field and 8 + years experience as an analyst
Certification: CFP/NISM 10A & 10B /CFA
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Job Description of Senior Analyst
Job Responsibilities will include:
Reporting
• Regular reports – Daily / Weekly / PWMS
• Other reports – Product note / MF analysis report
• Client centric reports – Monthly / Direct Equity (with customized factsheet)
/ Capital Gains / Yearly reportsClient Management
client conversion
portfolio management
client meetings
Portfolio Designing – Comprahensive and gold based FP / Need Based Analysis /
Financial Plans / Switch | Profit-booking | redemption recos
Client interaction – Queries (Tax, Investment, report related)
Research
PR initiatives – Blog / Articles
Training – Product training
Qualification Requirements
· Graduation in any field and 8 + years experience as an analyst
Certification: CFP/NISM 10A & 10B /CFA