Chief Investment Officer - Banking

KEY RESPONSIBILITIES:

- Drive the Portfolio Management Advisory initiative of the Company.

- Spearhead management meetings and interactions of prospective companies in review.

- Guide internal research team in identifying and screening investment ideas in line with our investment philosophy.

- Regularly engage with the research team to share views on markets and analysis.

- Conceptualize portfolio construction strategy and communicate the same to all our clients for execution.

- Monitor all the customized HNI client portfolios as well as our online offering that has been designed for the retail clientele.

- Ensure on-time dissemination of portfolio recommendations and stock updates to all the clients (HNI as well as retail).

- Liaise with the sales team as a support for new business development and in client retention initiatives.

- Ensure all internal and regulatory compliances.

- Present periodic factsheet or portfolio performance track sheet with the top management as well as with the clients.

- Work closely with the top management to imbibe and execute overall growth strategy of the organization.

- Take complete responsibility for team building and motivating the team members to work towards an identified goal.

QUALIFICATION AND SKILLS REQUIRED:

- 18+ years experience in equity research and/or portfolio management services.

- Relevant educational background in Finance (MBA/ CA/ CFA).

- Exposure to International audience / clients.

- Superior analytical skills and equity fund management skills.

- A good understanding of the local as well as global markets across asset classes.

- Entrepreneurial, self-motivated, leader, energetic and solution oriented individual.

- Presentable with excellent communication skills.

- Flare for taking complete responsibility and driving Company's growth initiatives.

- Effective relationship management skills with strong client focus.