QF_Mutual fund associate.pdf

Mutual Fund Associate (MES)

  • Job DescriptionMutual Fund Associate report to a fund manager and is responsible for doing much of the research and market analysis that helps the fund manager make savvy investment decisions for clients, according to Investopedia. Fund associate work for wealthy individuals, banks and investing firms or companies which offer pension funds for their employees, among others. To research current market developments and new investment opportunities, model and predict future financial trends and culminate their knowledge and research into market reports for fund managers or clients.
  • Last Revised
  • Code2018/BFSI /DGT/02761
  • SectorBFSI
  • NSQF LevelLevel 3
  • Notional Hours300
  • Accrediting BodiesGOI Ministries and State departments who have adopted MES qualifications, accredit training providers for their programs and schemes (only in case of SDIS schemes Training providers accredited by States on behalf of NCVT)
  • Certifying BodiesNational Council for Vocational Training (NCVT)
  • Proposed Occupation

    Mutual Fund Associate

  • Qualification File QF_Mutual fund associate.pdf
  • Supporting Documents
  • Formal structure of the qualification
    Title of unit or other component Estimated size (Hours) Level
    (i) DGT/MES/BAN/N15: To understand the concept of Mutual Fund 40 3
    (ii) DGT/MES/BAN/N16: To understand the Fund Structure and Constituent. 60 3
    (iii) DGT/MES/BAN/N17: Accounting Valuation and Taxation. 80 3
    (vi) DGT/MES/BAN/N18: To Perform Financial Planning 80 3
    (v) DGT/MES/BAN/N19: To understand Business Ethics and Communication Skills. 40 3
    Total 200
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