Investment Analyst

Job opening at Ahmedabad

Location

Ahmedabad

Address

Ahmedabad

Employment

Full Time

Qualification

Any Graduate

Payment

600000 to 1200000

Date Posted

2025 May,20

HR

Kratika

Contact

kratika.balmiki@white-force.in

Mobile

93299 31736

Job description


Analyse market trends and financial data to recommend suitable mutual 
funds to clients 
∙Explain the advantages, disadvantages, and risks of different mutual funds 
to clients 
∙Assist clients in opening accounts and processing investments 
∙Conduct meetings with institute to assess their financial situation and 
investment goals 
∙Monitor and review mutual fund performance and suggest changes when 
necessary 
∙Ensure compliance with relevant regulations and guidelines 
∙Prepare and present reports on mutual fund performance to clients 
∙Work closely with investment teams to develop investment strategies 
∙Conducting detailed research and analysis on investment opportunities 
and market trends 
∙Assisting in making investment recommendations based on the research 
and analysis 
∙Monitoring and managing investment portfolios, ensuring they align with 
the clients’ or organization’s investment goals 
∙Working with financial models to predict economic conditions and 
investment outcomes 
∙Preparing reports and presentations to communicate investment 
strategies and results to clients or senior management 
 
 
 
∙Maintaining up-to-date knowledge of the financial market, emerging 
trends, and overall economic landscape 
∙Complying with all industry rules and regulations, and any relevant legal 
requirements 
∙Drafting/assessing various financial agreements. 


Job requirements

  • Experience: 3 to 11 Year.
  • Education : Any Graduate
  • Specilization : finance...
  • Skills :
  • Industry Type : FMCG / Food / Beverages
  • Status : Not Disclose.

Company Name : Urmin Group

Website

About Company

What started as a one-man entrepreneurial venture in the 1960s, is today a diversified URMIN Group, Read more