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
Mentorchamp Edtech Pvt. Ltd. is an online education company that has been providing stock market courses since 2018. With over 100,000+ app downloads and 35,000+ students enrolled in our courses. We have earned a reputation as one of the most trusted names in stock market education.
We are committed to continued growth and innovation in the years ahead, and we look forward to helping even more students achieve success in the stock market industry. At Mentorchamp Edtech Pvt. Ltd., we are always on the lookout for skilled and enthusiastic candidates to join our team. If you're passionate about the stock market industry and want to be a part of a dynamic and growing team, we encourage you to apply for one of our open positions.
