Key Responsibilities: - Drive the Portfolio Management Advisory initiative of the Company. - 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: - 15+ 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 Companys growth initiatives. - Effective relationship management skills with strong client focus.

Mumbai

ePacific Services - VP/Associate Director/Director - Research 

ePacific Services - VP/Associate Director/Director - Research  ,Job Description for ePacific Services - VP/Associate Director/Director - Research  in ePacific Services in  Mumbai for (15-25) years of experience. Apply Now!

Job Description for ePacific Services - VP/Associate Director/Director - Research  in ePacific Services in  Mumbai for (15-25) years of experience. Apply Now!