Work Location - Mumbai

Reports to Head of Equities

Key Role Requirements:

Education - MBA in Finance or Economics or any related field.

Experience - 3-10 years of experience in financial services.

Key Responsibility Areas:

- Ensure that Models of all portfolio companies are updated and are available as and when required.

- Ensure that Models of non-portfolio companies are prepared for the purpose of evaluating investment decisions.

- Assist PMS Team with all data relevant for research.

- Track and Evaluate companies of a particular sector for investment.

- Act as a Backup Dealer for PMS Team as and when required.

- Execute initiatives and projects as per the agreed priority list in a timely and effective manner.

- Ensure that resources are utilized in an optimum manner.

- Assist wealth managers in conducting portfolio reviews of clients.

- Assist wealth managers with data collation and analysis related activities.

- Ensure a high degree of client engagement and satisfaction by maintaining high standards of conduct and service in the delivery of the proposition.

- Minimize instances of client complaints and ensure that complaints are resolved within defined turnaround times.

- Achieve good client outcomes through the design of appropriate investment portfolio strategies using the product proposition and insight on the client.

- Transfer insights on a regular basis obtained from clients and/or competition that aid the enhancement of client experience and internal efficiencies to relevant stakeholders.

- Ensuring compliance related data is provided to compliance team on a timely basis.

- Comply with regulations and internal policies and procedures to ensure that the firm achieves the desired assurance, audit and regulatory review and rating.

- Contribute to systemisation and platform strengthening to achieve scale and sustainability.

- Maintain the confidentiality of sensitive information.

- Manage financial, regulatory and reputational risk for the firm and its clients prudently

- Participate in cross functional projects.

- Foster teamwork and collaboration at all levels of the organization.

- Manage stakeholder expectations effectively to ensure successful outcomes.

- Spend time on knowledge enhancing initiatives and secure mandatory certifications and licenses, wherever applicable; adhere to the personal development plan.

- Strong numerical and analytical skills.

- Strong written and oral presentation skills.

- Working knowledge of Microsoft Office suite of applications.

- Familiarity with regulatory requirements in wealth management.

- Strong organizational Skills with attention to detail

- Ability to solve problems proactively

- Harbor a client-centric mindset

- Ability to handle sensitive client information with the utmost discretion, always maintaining confidentiality

- Excellent communication and interpersonal skills to manage client relationships effectively.

- Ability to shift priorities and manage multiple tasks simultaneously

- Willingness to learn new tools, systems, and industry practices to stay up to date.