Job Description
Job Profile:
? Prepare daily and weekly research reports for various financial asset classes and provide investment recommendations to clients
? Study and develop financial models on relative valuation analysis, leveraged buyouts, merger plans, ratio analysis, growth analysis, etc
? Assist the Research head in framing necessary research products and policies
? Enhance learning by participating in various market seminars, technical and fundamental workshops
? Provide advisory and portfolio management services to Retail, HNI and Ultra HNI for wealth creation
? Acquire HNI & portfolio management clients under PCG (Private Client Group) category
? Interact with various clients to understand their need for investment and build strategy with research team to better serve the PCG category
? Provide audio visual presentations, effective communication of any important regulatory announcements and market analysis
? Lead and develop technical and fundamental analysis reports for equity, commodity, currency derivative segment ensuring relevant analysis is disseminated in the right format to the right stakeholders
? Implement guidelines of SEBI for Investment Regulation 2016 and work in accordance with SEBI guidelines and ensuring all provisions and back up of data is maintained as directed by SEBI
? Support to Business promotion - Investment awareness programs in consultation with various entities like exchanges, regulators, AMCs and experts at academic institutions as well as industry.
? Servicing & meeting in a regular interval to HNI client for the investment pitches & customized solution for their investment proposals
? Monitor strategy performance evaluation, research product strategy, and review range of portfolio solutions |
