Grade Executive/Assistant Manager

Education Graduation/Inter CA

Experience min 1 year of experience in Mutual Fund company/analysis of Mutual Fund Data.

Location Goregaon Office

Responsibilities

Activities pertaining FRE Brokerage Analysis and proper documentation as per regulations complied

Profitability analysis - Region, Product, Channel, PMS, ETF, Digital , client level/ distributor level

Board Notes and other statutory requirements regarding TER and ensuring TER / other limits are in within the guidelines of regulation, Assistance in periodic audits & SEBI inspections

Payouts / Trail analysis, PMS brokerage activities and pricing related

Industry TER comparison analysis and review across product

Automation of all the related reports in Power BI - Brokerage Analysis, TER Board note automation, Notice automation, Peers TER(Total Expense Ratio)

Please share your updated resume if you would be interested in the profile andthe below details:

Total years of Exp:

Relevant Yrs of Exp in the Analysis of Mutual Fund Data.

Fixed CTC:

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Reason for Job Change:

Current Location in Mumbai:

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Regards,

Chitra

9769460342