Mutual fund Accountant
Published date: 2024/01/10
- Location: Mohali, Punjab, India
Full Job Description
1. MBA Preferred
2. Minimum 1-year Experience
3. Good communication skilles
Mutual funds are a convenient form of investment, especially for salaried professionals who do not have time to track the markets every day. Furthermore, mutual fund advisors and institutions may guide you in making proper investment choices as per your financial goals. They help shortlist the best available choice of funds as per the investors’ interest.
Plan investment
Evaluate risk appetite
Diversification of the portfolio
Portfolio rebalancing
Commission structure of mutual fund advisor
Payment from the client
Upfront commission
Trail commission
Regulations by SEBI on mutual fund advisors
Segregation of distribution activities
Implementation services
Agreement
Fees
Job Type: Full-time
Salary: ₹20,000.00 - ₹25,000.00 per month
Benefits:
Cell phone reimbursement
Schedule:
Day shift
Supplemental pay types:
Performance bonus
Speak with the employer
+91 98759 89252
1. MBA Preferred
2. Minimum 1-year Experience
3. Good communication skilles
Mutual funds are a convenient form of investment, especially for salaried professionals who do not have time to track the markets every day. Furthermore, mutual fund advisors and institutions may guide you in making proper investment choices as per your financial goals. They help shortlist the best available choice of funds as per the investors’ interest.
Plan investment
Evaluate risk appetite
Diversification of the portfolio
Portfolio rebalancing
Commission structure of mutual fund advisor
Payment from the client
Upfront commission
Trail commission
Regulations by SEBI on mutual fund advisors
Segregation of distribution activities
Implementation services
Agreement
Fees
Job Type: Full-time
Salary: ₹20,000.00 - ₹25,000.00 per month
Benefits:
Cell phone reimbursement
Schedule:
Day shift
Supplemental pay types:
Performance bonus
Speak with the employer
+91 98759 89252
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