Associate Research/Senior Associate

Associate Research/Senior Associate – Research

Gurugram – 13/09/2024

Job Title

Associate Research/Senior Associate – Research

Job Location – Gurugram

About Capital League

Capital League is India’s leading ‘Boutique Wealth Management Firm.’ They are ‘independent’ of all product manufacturers and financial institutions. Their purpose is to provide holistic, unbiased, conflict-free solutions to help their clients maximise the full potential of their wealth. They are registered with SEBI as both ‘Investment Advisers’ and ‘Distributors,’. They primarily work with personal or family wealth catering to a select group of about 275 successful families. They help their client families plan, implement, monitor, and manage their wealth. They are the only all-women team in the field of financial services in India. Over the last 20 years, they have received many recognition and awards.

Job Description:

Responsibilities :
1) Responsible for preparing Execution Plans ( Financial products offered by Capital League)based on RM’s feedback.
2) Co-ordinating with Asset Management Companies, Business associates of Capital League, back office software, Invest well, and MF registrar CAMS/Karvy so that the transactions can be seamlessly processed
3) Addressing client-centric issues raised by Associates, Clients or RMs
4) Responsible for preparing Mutual Fund Reports from Software and data from AMC/ Financial Institutes
5) Gathering Product knowledge and assessing suitability for our client based on predefined parameters.
6) Making one-pager for easy understanding of the products
7) Responsible for preparing customized client reports, reviews, and MIS.
8) Assist in the management of the workload of the team and perform any other duty as may be delegated from time to time. Collaborate with other departments to ensure transactions are processed within prescribed norms and processes.

Requirement:
• Basic Knowledge of Mutual Funds, Share market and Banking
• Graduate/ post graduates, diploma in financial planning
• Good written and verbal Communication skills

Salary : Best in the Industry

I'm Interested to Apply

Associate Research/Senior Associate – Research5 min read