Jai joined ANZ Grindlays from campus, and moved on to Citibank, and then to Deutsche Bank, as head of Foreign Exchange & short term Derivatives trading for India.
Director - Finitiatives Learning India Pvt. Ltd.
Overview:
An intermediate level set of courses covering mutual funds, financial markets, financial planning, asset allocation, fund administration and industry outlook & trends.
Who will benefit ?
What do you need to get started?
This course is specifically targeted at the following job roles:
Mutual Fund Sales and distributors with 0-3 years experience.
Investment/Portfolio Advisors, with 0-3 years experience.
Relationship Manager/Branch Manager in a bank, selling fund products.
Business Analyst in IT/KPO.
Ops Manager in the back office of a fund/agency.
A boutique investment house
Surprisingly little, as it turns out. You should have a basic introduction to finance and economics.If you have neither, I strongly recommend that you blow the dust off some of those books you studied in college or school.
What will you achieve by taking this ?
Other Relevant Courses
This course will help you:
Gain the skills to improve customer relationships and to learn asset allocation.
Use diagnostic and profiling tools to structure customized portfolios for clients, based on their risk-return profile.
Talk to clients about the financial markets, trends and typical strategies used by traders to enhance returns.
Become the client's trusted advisor through holistic solutions for their needs.
