Atreyi Financial Services Pvt Ltd jobs - Management trainee

We are looking for management trainee for fresh graduates who will be trained in different departments within the firm according to their interests and capabilities. 

·       Maintain up-to-date knowledge of financial services industry happenings and current events

·       Conduct primary research from industry sources

·       Tracking a performance wise PMS, Mutual Fund

·       Develop and write research reports and presented to management or shareholders

·       Equity researchers analyze stocks to assist portfolio managers in making more informed decisions.

·       Figuring out which fund matches the investor's interest.

·       person should have a valid certification from the National Institute of Securities Market (NISM)

Operations / Finance:

·       Handling Mutual Funds operations (Physical and Demat) on both Exchange and RTA platform.

·       Providing effective customer service and Handle Investor Relation for all the branches in the region

·       Managing the internal escalations, customer queries, Regulatory complaints etc. with logical conclusion.

·       Highlighting issues in time

·       Providing correct solution

·       Drafting of process notes, approval notes

·       Ensuring various regulatory compliance - SEBI, AMFI, KRA, BSE..