Vishal Bind

Execute buy and sell orders on a trading terminal, monitor and analyze market trends and financial news, develop and implement trading strategies, manage trading risks and positions, and continuously track and assess trade performance.

• Process settlements and reconcile trades.
• Maintain transaction and client account records.
• Ensure regulatory compliance.
• Assist with client inquiries and resolve issues.

Key Responsibilities:

• Conducted financial data analysis and market research.
• Supported portfolio management with daily operations and rebalancing.
• Assisted in research on economic trends and sectors.
• Provided client support by responding to queries and preparing reports.
• Handled administrative tasks including documentation and meeting coordination.

Key Learnings:

• Gained an understanding of different types of mutual funds and their operations.
• Learned about market analysis and how market trends affect mutual fund performance.
• Acquired knowledge in portfolio management, asset allocation, and risk management.
• Developed skills in financial research and analysis.
• Gained insights into regulatory requirements and compliance in mutual funds.
• Improved client servicing and support skills.