Research Analyst - BFSI

Client - Premium PSU Financial Organisation.

Wealth Manager - Advisory

Department - Retail Broking

Group - Wealth Management

Key Deliverable/Account abilities :

- Analysis & recommendation of Customized multi-asset portfolios based on customer profiling.

- Study & recommend customized portfolio balancing.

- Preparation of research reports on markets, economy & products on a regular basis & dissemination of the same to WM's & Remote RM's.

- Preparation of supporting notes for customized portfolios suggested & dissemination of the same to WM's & Remote RM's.

- Responsible for project of portfolio of each customer.

- Responsible for overall revenues.

Competencies Required :

- Excellent Communication & Interpersonal skill

- Negotiation skill

- Result Oriented

- Persuasive

- Good domain knowledge

Essential Educational & Experience Qualification :

Qualification Needed :

- Post graduate diploma in finance/business management/commerce/economics /capital market/banking/insurance or actuarial science.

- A graduate in any discipline with an experience of at least five years in activities relating to advice in financial products or securities or fund or asset or portfolio management.

Total Years of Experience : 7-10 Years

Relevant Experience : 5-7 Years

If you are looking forward to explore this opportunity then please call on 9557759922

Pooja Sharma