1) Data collection & Research Work
2) Review of Client\xe2\x80\x99s portfolio
3) Preparing Asset Allocations and Suggestions for the investment products
4) Maintaining Fund (AMC) & Broking Houses List & Mutual Funds Menu
5) Card for Equity oriented Mutual Fund.
6) Updating the KPI of US Equity and executing trades for U.S. Equity.
7) Updating the values of PMS & U.S Equity in Wealth magic software on every Saturday
8) Meeting data preparation as per AFSPL-PR-AIS OPD-05 on monthly basis.
9) Any other work assigned by Management.
Further details call at +91-9510146364 or mail- sangeeta@postaresume.co.in
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