1. Open new individual, corporate, or minor investment accounts on the Bombay
Stock Exchange (BSE).
2. Execute orders such as Systematic Investment Plans (SIP), Systematic
Withdrawal Plans (SWP), Systematic Transfer Plans (STP), redemptions,
dividends and switches for mutual fund clients
3. Prepare and send periodic performance and other relevant reports to clients.
4. Reconcile accounts and portfolios on a daily, weekly, and monthly basis
5. Conduct thorough research of various mutual funds to provide informed
recommendations to clients.
6. Manage and operate multiple popular mutual fund trading platforms including
BSE STAR MF, IFA Planet, ICICI PruDTech, and Fundzbazaar.
7. Ensure compliance with SEBI, AMFI, and other regulatory bodies
8. Respond promptly and effectively to client inquiries regarding their investments
and account-related matters.
9. Regularly review and analyze client portfolios to ensure asset allocation and risk
management strategies are being followed.
10. Keep accurate records of mutual fund data using spreadsheets or databases.
11. Perform any other duties as assigned by the Manager
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