Careers

Use data analysis and interpretation to help guide decision-making in a variety of industries/sectors.

Devise and perform your own primary research methods, keeping abreast of latest trends and sentiment in the market.

Study all available public information on individual companies. Update and manage current financial models on each company.

Use statistical, economic, and data modelling techniques and tools to provide insights on listed and unlisted companies.

Simplifying dense and complex financial data. Compiling financial statement analysis.

Generate adequate number of reports on industry assigned to them, including the creation of standard and ad-hoc reports.

Preparing detailed financial models of company valuations and industrial case studies, along with qualitative and quantitative data assessment.

Keeping track of recent development in various sectors of relevant industries for accurate planning of financial investments.

Presenting industrial research reports, market scenario analysis, graphical models/presentations, and other relevant documents to the investors.

Responsible for communicating key recommendations and findings to the management.

Participate in industry seminars, attend meetings and give presentations about financial information.

Communicating company’s research strength, building its brand and referring potential new clients.

2 to 3 years of relevant experience in Equity Research /Financial Advisory/ Research Analysis.

Desire to work in a start-up investment boutique company.

Must have strong command over Excel & Power Point.

Must have analytical, multi-tasking, and persuasive mindset with growth orientated goals.

Strong competency in Financial Planning and Financial Markets.

Develop and maintain client relationships by engaging resources of the organization to provide meaningful and personalized service aimed at enhancing customer’s value and the organisation’s reach.

Generate leads and develop prospects, continuous networking and engagement to explore referrals and generate new/prospective clients.

Manage a portfolio of high-net-worth individuals with strategies, solutions and advice that is customized to the client's needs.

Identify and execute new business opportunities with existing clients.

Ensure all client enquiries and problems are handled effectively and resolved.

Develop tailor-made long-term investment solutions for clients.

Ensure clients are on-boarded by ensuring and complying to all procedural and regulatory formalities.

2 to 3 years of relevant experience in wealth management/private banking/financial advisory

Desire to work in a start-up investment boutique company.

Analytical and problem-solving skills are a must.

Strong competency in Financial Planning and Financial Markets.

Execute the orders on behalf of clients by doing Pre trade post trade confirmation.

Manage a private banking portfolio of individuals with high-net worth strategies, solutions, and advice that is customized to the client's needs.

Develop and maintain client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service.

Act as advisor, providing financial research and relevant information.

Generate leads and develop prospects, network to identify referrals to new clients/prospects.

Identify and execute on new business opportunities with existing clients.

Ensure all client inquiries and problems are handled effectively and resolved.

Develop tailor-made long-term solutions for clients.

Ensure clients are on-boarded appropriately including all required documentation is complete and accurate.

Responsible to ensure all activities are in adherence as per Compliance & Risk.

2 to 3 years of relevant experience in unlisted equity/direct equity/financial advisory.

Desire to work in a start-up investment boutique company.

Analytical and problem-solving skills are a must.

Strong competency in Financial Planning and Financial Markets.

To achieve the targeted business & net margin by selling Unlisted Equity in the assigned geography to HNI & Retail segments. The role requires business development thru multi-sourcing channels; direct acquisition, and national alliances

Develop and maintain client relationships by engaging resources of the organization to provide meaningful and personalized service aimed at enhancing customer’s value and the organisation’s reach.

Generate leads and develop prospects, continuous networking and engagement to explore referrals and generate new/prospective clients.

To achieve the budgeted business volumes as well as Net Margin (NM) for self

Manage a client requirement of high net worth individuals with strategies, solutions and advice that is customized to the client's needs.

Identify and execute new business opportunities with existing clients.

Ensure all client enquiries and problems are handled effectively and resolved.

Develop tailor-made long-term investment solutions for clients.

Ensure clients are on-boarded by ensuring and complying to all procedural and regulatory formalities

2 to 3 years of relevant experience in unlisted equity/direct equity/financial advisory.

Desire to work in a start-up investment boutique company.

Analytical and problem-solving skills are a must.

Strong competency in Sales, Managing clients and Financial Markets.