Job Title
Research and Client Connect
Location: Bangalore (Preferably person located in Bangalore)
About Dilzer Consultants:
Under an investment advisory, we tailor our services according to your needs. At the very inception, we work intensively towards bringing greater certainty to outcomes by aligning your tolerance for risk, your financial aspirations and your investment portfolio. The process follows a consultative approach and is well documented in an investment policy statement. Through a clearly defined asset allocation strategy, we provide you with a thorough follow through of investment guidelines including capital gains, reports and portfolio rebalancing. We personalise every recommendation with clear investment rationale, just how we would do our own!
Job Description:
- Use of Morning Star AWS Software for Research Methodology followed at Dilzer Consultants Pvt Ltd
- Market Updates Domestic and Global Weekly Monthly Quarterly
- Sectors update about portfolios we recommend to clients and in general sectors
- Market Capitalisation updates along with valuations
- Investment Opportunities in all asset classes
- Monthly Call with Partners
- Active Management of Client portfolio in Mutual funds, Equity, Gold, Bonds, with Recommendations
- Assiting the Planning team in existing and new clients portfolio reviews, restructure and rcommendation
- Client Connect facing on Market Updates and Micros and Macros updates
- Stock and ETF Recommendations Domestic and International Based on risk profile, with rationale technical and funedemental parmeters and meetings with clients to update on the status at a regular frequency
- Strategic and Tactical Asset Allocation along with Risk profile understanding and Product and Scheme Selection Critteria
- Ability to work with the planning team joinly on inputs for serving the clients needs
- Webinars Youtube videos, and Articles
- Investment Policy Statement
Qualification:
- Graduate in Finance with 2-3 years experience
- CWM,CFA level 1 CFA level 2 and 3 are better Or NISM XV Research Certification Exam
- InDepth Knowledge of Financial Products
- MS office and Excel PPT and Word good understanding
- In-Depth understanding of Mutual funds, Stock Markets and fundemental and technical Paramters
Skills Set:
- Analytical Ability and Number Crunching
- In-Depth understanding of Mutual funds, Stock Markets and fundemental and technical Paramters
- Willingness to work and interact with a team
- Willingness to Interact with fund mangers and all asset type managers on product updates and analysis of the same for the team
- Comfortable with timelines and deadlines
- Good Communication skills
Salary
As per company standard
