Mutual Fund Broker
Mutual Fund Broker
- Job popularity
Job Description
Mutual fund brokers handle and raise cash from shareholders in order to invest them in stocks, bonds and money-market securities. They engage with investors by making inquiries about the client's mutual funds account status and transaction procedures. Mutual fund brokers make use of their expertise in investment theory, market experience, and research to pick the most approapriate investments for their fund portfolio. They ensure that the mutual fund's operations are in compliance with legal requirements..
Top 2 specific things you need to know
As a Mutual Fund Broker, you will need to master following:
Top 15 general things you need to know
More generally, a mutual fund broker is also versed in:
- analyse economic trends
- analyse market financial trends
- develop investment portfolio
- economics
- financial markets
- financial products
- forecast economic trends
- modern portfolio theory
- monitor stock market
- operate financial instruments
- provide financial product information
- review investment portfolios
- securities
- stock market
- trade securities
Other things it helps to know to be an excellent mutual fund broker
It also helps to know the following:
- customer service
- implement hedging strategies for clients
- offer financial services
- advise on financial matters
- analyse financial risk
- apply technical communication skills
- build business relationships
- create a financial plan
- develop professional network
- financial jurisdiction
- handle financial transactions
- liaise with shareholders
- perform stock valuation
- provide cost benefit analysis reports
Top employers for this job
Mutual Fund Broker (0-2 Yrs Exp.)
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Prereqs Technology Pvt.Ltd
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California
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$250 - $800 / month
Full Time
Urgent
Private
- Keywords :
- Ui designer,
- developer
