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Evaluate Investor Portfolios periodically, discuss it with IA and share desired reports with clients Manage and Strengthen client relationships through content and knowledge sharing Initiate, execute & record all proposed investment transactions based on client interactions Perform Mutual Fund (MF) research and Portfolio analysis regularly Being up to date about the capital market events and trends, market outlook and all investment products Attending AMC CIO/Fund Manager conferences and keeping abreast with all MF categories & products Creating Investor Awareness campaigns for existing and recent clients by simplifying finance concepts. Proficient in MS Office Good understanding of Financial Market Fundamentals Excellent Communication Skills. .