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Research & Client Connect CFA1 (Bangalore)

Dilzer Consultants Pvt Ltd
Bangalore (Division), Karnataka (IN)
Salary would be in the range of INR 500000 to 800000 depending on work and experience
Closing date
Jul 15, 2024
  •   Mutual fund Research Methodology.

     Use of Morning Star AWS Research Software.

     Market update- domestic and global- weekly, monthly and quarterly.

     Sectors update about portfolios of various investment plans we recommend.

     Investment Opportunities.

     Monthly call with partners

     Active management of client portfolio based on each ones Risk Ability, Risk Willingness and Time Horizon.

     Stock Analysis and Recommendations- Domestic and International with rationale and technical and fundamental parameters

     New investment opportunities and product analysis based on risk profile of the client.

     Strategic and Tactical Asset Allocation building portfolios.

     Webinars on various topics for clients.

     Investment Policy Statement.

     Micro and macro economics

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