Key Responsibilities:
1. Research & Analysis
Analyse mutual fund performance data to identify trends and provide actionable insights.
Track inflows and outflows (“What’s In & Out”) based on data.
Evaluate and rank mutual funds by category and segment.
Maintain monthly fund trackers for both lump sum and SIP investments.
2. New Fund Offers (NFOs)
Analyse new mutual fund offers and assess their investment potential.
Prepare one-pagers summarizing key aspects and share with the team for review.
3. Fund Ranking
Conduct regular ranking of mutual funds:
o Debt Funds: Monthly
o Hybrid Funds: Quarterly
o Equity Funds: Quarterly
4. Portfolio Review
Review and analyse investor mutual fund portfolios and suggest modifications.
Interact with investors as needed for portfolio discussions.
Complete reviews of top 200 investor portfolios within a two-month timeframe; smaller portfolios to follow thereafter.
5. AMC & Fund Manager Engagement
Build rapport with AMC Relationship Managers to stay updated on product developments (weekly).
Meet AMC product teams monthly to understand product suitability for different investors.
Meet fund managers quarterly to gain insights on fund strategies and performance outlooks.
6. Investor Communication & Awareness
Conduct webinars and seminars for product awareness and promotion:
o Department Sessions: Weekly
o GEPL Staff Sessions: Monthly
Conduct one-on-one meetings with investors for scheme or product updates.
