Job description
Key Responsibilities:
Lead equity research, stock screening, and fundamental/technical analysis to build and maintain model portfolios.
Manage portfolio rebalancing and asset al
location strategies to deliver targeted returns above benchmark indices.
Maintain high client satisfaction and retention (>90%) through periodic portfolio review meetings and advisory notes.
covering equities, market trends, and investment opportunities.
Ensure 100% compliance with SEBI RA/RIA regulatory guidelines and documentation standards.
Candidate Requirements & Qualifications:
Experience: 5 to 15 years of hands-on experience in Equity Research, Portfolio Management Services (PMS), or SEBI Advisory services.
Certifications: NISM Series XV (Research Analyst) or NISM Series XA/XB (Investment Adviser) certification is highly preferred.
Education: BCOM / MCOM, MBA in Finance, CFA, CA, or Masters in Finance/Economics.
Core Skills: Advanced portfolio modeling, deep understanding of capital markets, strong financial valuation skills, and excellent client communication.
