Hello,
I am from India and I'm a little confused regarding my NOC as the Lead Statement somewhat matches but the Main Duties are almost identical to my JD. The major issue is the Employment Requirements which says that i need some sort of Canadian Certification which i obviously don't have.
Please help me to match the NOC.
Thanks in advance!!
NOC shortlisted: 1113
Actual Job Description:
I am from India and I'm a little confused regarding my NOC as the Lead Statement somewhat matches but the Main Duties are almost identical to my JD. The major issue is the Employment Requirements which says that i need some sort of Canadian Certification which i obviously don't have.
Please help me to match the NOC.
Thanks in advance!!
NOC shortlisted: 1113
Actual Job Description:
- Identifying and managing corporate clients which invest their treasury surplus money or Provident Fund money into Mutual Funds, and cultivating the relationship by catering to their respective investment strategies, horizons, and philosophies.
- Developing and maintaining long-term relationships by consistently communicating with and advising corporate clients to provide solutions to their changing requirements ensuring fulfilment of their financial goals.
- Conduct detailed analysis of the Mutual Fund Schemes’ portfolios, its compositions and ratings on a regular basis, and serve as a liaison between clients and our research divisions to communicate any findings that might impact the clients’ investment portfolios.
- Manage expectations for both day-to-day and long-term strategic objectives of the clients including suggestions for optimising their investment preferences and practices.
- Staying abreast with changes and developments within the Mutual Fund industry on taxation rules, regulatory guidelines, bonds downgrading/upgrading etc. Also required to be thoroughly up to date about the current financial situation of the economy through online and offline resources for example: Official online trainings, financial newspapers and magazines, business reports, and content circulated by internal product teams.
- Maintain a client coverage database and devise quantitative and qualitative post-meeting analysis which is further used to enhance the quality of advices and guidance given to the client in the future.
- Ensuring legal documentation is in order and all transactions are executed in compliance with regulatory requirements and internal guidelines.