Senior Research Analyst

Job Description:

- Profiling of potential clients and making collaterals.

- Using available data to address business questions or concerns. If a question requires additional data,work on mining for the required data

- Serving as a resource for senior business executives(internal),educate the firm on methodologies, define firm data requirements

- Using data to develop and present recommendations on improving client contact, measuring client net worth, current Wealth Management relationships,preparing client Wealth Management dockets and/or answering business questions on optimizing go to market approach on marketing activities

- Use data mining, model building or other analytical techniques to develop and maintain client segments. Assist in quantifying the client life cycle and identify predictive factors for acquisition, retention and turnover

- Lead the definition and implementation Of marketing lit/brochure on quality metrics and user experience metrics

Specific Skills Required - 

- Analytical Skills in the areas of Research for targeting appropriate clients and client acquisition

- Well developed interpersonal skills

- Excellent communication and presentation skills

- Ability to work both at a strategic and executional level

- Deep experience and understanding of the Wealth Management process

Essential Functions:

- In depth understanding of the company's current products and future concepts

- Awareness about the current market trends w.r.t wealth management

- Highly proficient in MS-Word, PowerPoint and MS Excel

- Must have worked on Facebook, Amazon, LinkedIn or Google