KEY FEATURES OF THE POSITION
Core Functional
- Providing end-to-end investment advisory services with a special focus
on direct equities as an asset class
- Profiling clients and documenting their investment objectives
- Tracking equity markets, creating model portfolios and building a robust
direct equities offering within investment advisory
- Creating advisory pitches and investment proposals
- Carrying out portfolio reviews
- Providing regular guidance and advice on markets, investments, and products
Client Management (Internal & External)
- Working closely with Relationship Managers and their advisory clients
- Interacting regularly (including presentations) with clients for advisory
requirements
- Working closely with RMs, Team Heads and Business Heads for pitching
advisory credentials to prospects
Regulatory Responsibilities & Risk Management
- Part of the Investment Advisory Division
- Compliance with SEBI Investment Advisory Regulations
- Liaise with Legal, Compliance, and Operations for process and
documentation-related aspects and regulatory requirements
SKILLS REQUIREMENTS
Personal and Social
- Good communication skills (verbal and written)
- Good collaboration skills
Professional and Technical
- Approximately 8-10 years of experience
- Strong functional knowledge across asset and product classes
- Certified as a Registered Investment Advisor under SEBI IA Regulations
- Strong analytical skills; proficiency with MS Word, Excel, PowerPoint
- Good presentation skills
Investment Specialist/ Investment Advisor • Mumbai, MH, Maharashtra, IN
Headquartered in San Francisco, our investors include.General finance / accounting Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, aesthetic, and... Show more
Job Description: We are looking for an experienced and driven Commodity Dealer to manage trading activities, execute deals, and build strong relationships with clients and counterparties.Role & re... Show more
Duties & Responsibilities: - Review the accuracy of the reporting packages delivered by entities for theconsolidation process and identify ways to improve the efficiency andeffectiveness according ... Show more
Key Responsibilities</strong></p> <p style="text-align: justify;"> </p> <p style="text-align: justify;"><span style="font-size:10px;&q... Show more
Headquartered in San Francisco, our investors include.FP&A / corporate finance Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual, aesthetic, and... Show more
Key Responsibilities</strong></p> <p><br /> Understand clients&#39; financial goals, risk appetite, and life-stage requirements through comprehensive<br /> financi... Show more
Skill required: Talent & HR - Talent Strategy Designation: Business Advisory Specialist Qualifications:BE/Any Graduation/Master of Business Administration Years of Experience:7 to 11 years About Ac... Show more
Skill required: Asset Management - Asset Data Management Designation: Capital Markets Operations New Associate Qualifications:Any Graduation Years of Experience:0 to 1 years About Accenture Accentu... Show more
Project Role : Enterprise Platform Advisor Project Role Description : Provide consulting services and advice on complex enterprise transformations involving one or more technology platforms.Advise ... Show more
Skill required: Marketing Operations - Digital Project Management Designation: Digital Mktg Advisory Specialist Qualifications:Any Graduation Years of Experience:7 to 11 years About Accenture Accen... Show more
Headquartered in San Francisco, our investors include.Private Detectives and Investigators.Create deliverables for common requests within your professional domain.Review peer-developed deliverables... Show more
Headquartered in San Francisco, our investors include.Investor materials / fundraising / pitchbook Evaluator.Evaluate AI-generated artifacts against domain-specific quality rubrics.Identify factual... Show more
Hi Candidates , We are hiring for a New Position fo one of India's leading alternative credit platforms.Kindly share your resume to the following posting only if it suits your job profile.AVP - Ori... Show more
RESPONSIBILITIES & TASKS:</strong></h3> <ul data-end="1206" data-start="516"> <li data-end="609" data-section-id="1sgahle" data-star... Show more
Key Responsibilities</span></h2> <ul data-end="1229" data-start="195"> <li data-end="390" data-section-id="8woszj" data-start="195&... Show more
Times New Roman,Times,serif;"><span style="line-height:115%"><b>Key Areas of Responsibilities</b></span></span></span></p> <ul> <... Show more
Times New Roman,Times,serif;"><strong><span style="line-height:normal"><span lang="EN-US">Job Purpose</span></span></strong></span... Show more
Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications:Any Graduation Years of Experience:1 to 3 years About Acc... Show more
