Job Details
Investment Specialist
Position Title: Investment Specialist
Key Deliverables:
- Conducting
financial need mapping of clients to analyze key parameters including risk
profile, asset allocation, investment horizon and liquidity needs
- Suggesting
appropriate allocation of client funds into products across debt, equity and
alternative asset classes to match financial needs based on in house
investment strategy
- Active review
and re balancing of clients AUM through timely invest / switch out calls
triggered by clients preferred or recommended allocation, launch of new
products, performance tracking or change in investment strategy or product view
- Ensuring that
the portfolio reported for the client is accurate . The IS would need to
interact with the RM to ensure that the portfolio. reported for large clients
is accurate. This may need additional reconciliation at one?s own end with AMC
/ Registrar date.
- Periodic
training sessions for the RMs/Clients on investments strategy, new processes
and product views.
- Providing all
other support to mapped RMs for all product and market related information
including various adhoc market analyses depending on a case to case
basis.
- Identifying system requirements
to reduce manual effort in making the proposals and periodic reviews and other
advisory deliverables. Also includes enhancement of current processes based on
gap analysis of current working and market practice.
Key skills and Knowledge Requirements:
- Good
communication and presentation skills
- Relationship
building skills
- Understanding
of investment products and broader market fundamental aspects
- Good
analytical skills
Competencies:
- Drive for
Results (Finding solutions to problems despite constraints, setting
priorities, setting high performance standards)
- Interpersonal
Effectiveness and Ability to Influence (Using data and logic to convince
others, articulation with conviction, understanding the impact of ones behavior
on others) especially the Relationship Manager and Clients and be able to leave
a positive impact
- Analytical
Thinking (Evaluating pros and cons, Identifying key issues in complex
problems/assignments)
- Team
Effectiveness (Sharing knowledge/information relevant to other team members,
expecting positive expectations from others)
- Process orientation (Making
changes in system/processes/work methods to improve performance)
Qualification & Experience:
- MBA finance
with 4 - 10 years of work experience
Location:
Mysore,Bangalore,Mangalore,Udaipur,Coimbatore
Min Exp (yrs):
4.00
Max Exp (yrs):
10.00