Founded on Service Built on Trust

Job Description

• Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
• Conducting in-depth economic assessments to analyse clients’ current financial situations and identify areas for growth and improvement.
• Developing personalised financial plans and investment strategies aligned with client’s objectives and risk profiles.
• Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
• Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients’ changing needs.
• Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
• Collaborating with internal teams, to offer comprehensive financial solutions to clients.
• Helping the company meet its financial objectives through personalised financial planning.
• Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Job Description: 

We are seeking a highly skilled and motivated Fundamental Research Analyst to join our team. The selected candidate would be responsible for fundamental equity research and creating and implementing rule-based equity investment strategies that consistently outperform industry benchmarks. This role involves working in collaboration with a team of fundamental analysts to develop and fine-tune multiple strategies, with a primary focus on achieving Alpha generation targets. 

Key Responsibilities: 

1. Analyze and build advanced rule-based strategies from scratch for equity investments
2. Back-test these strategies rigorously to ensure their effectiveness
3. Implement and monitor these strategies to achieve consistent risk-adjusted investment returns
4. Possess a strong understanding of equity markets, with expertise in fundamental analysis
5. Demonstrate skill, aptitude, and speed in analyzing complex financial data using Excel
6. Work closely with a team of fundamental analysts to contribute to the development of multiple investment strategies
7. Preparing sophisticated fundamental Report on Sector / Industry / Stocks and financial modeling
8. Communicating with HNI / Corporate / Institution clients

Desired Educational Qualifications: 

• MBA (Finance) from a reputed collegeand/or pursuing CFA 
• NISM Research Analyst Module
• NISM Investment Advisory Module would carry extra weightage

Key Responsibilities:

Client Acquisition & Relationship Management

• Build and manage strong relationships with institutional clients such as Asset Management Companies (AMCs), Insurance Firms, NBFCs, Corporates, and Treasury Desks.
• Understand client investment objectives and provide customized solutions across equity, debt, derivatives, and alternate asset classes.
• Regularly engage with clients through meetings, calls, webinars, and corporate events.

Sales & Product Pitching

• Promote brokerage services, research ideas, and execution capabilities to institutional clients.
• Get & target new empanelment opportunities.
• Ensure high-volume and value transactions through strategic client targeting.

Coordination with Research & Trading Teams

• Act as a liaison between the research desk and clients to deliver actionable investment ideas and reports.
• Coordinate with the trading desk for best execution of institutional trades.
• Provide client feedback to internal teams to align product offerings with market needs.

Market Intelligence & Reporting

• Monitor and analyze market trends, fund flows, institutional behavior, and regulatory updates.
• Prepare and present MIS reports, client activity summaries, and business development plans to senior management.

Skills & Competencies:

• Deep understanding of equity and fixed income markets.
• Strong institutional client network and relationship-building skills.
• Excellent communication, presentation, and negotiation skills.
• Strong analytical and strategic thinking capabilities.
• Proficiency in Bloomberg, Reuters, Excel, and CRM tools.
• NISM certifications (Equity Derivatives, Research Analyst) preferred.

Job Summary:

We are looking for a skilled and experienced Options Dealer to join our dynamic dealing desk in Mumbai. The ideal candidate will have strong knowledge of equity and derivatives market, proven experience in Options Trading, and the ability to manage HNI and UNI clients efficiently. A valid NISM Series VIII (Equity Derivatives) certification is mandatory with bare minimum 3-4years relevant Experience.

Key Responsibilities:

• Execute trades in Equity and Derivatives (Options) on behalf of clients with 0% dealing errors.
• Handle and manage HNI and UNI clients, ensuring timely trade execution and excellent service.
• Operate and manage trading terminals efficiently (e.g., Neat, Kambola, Greeke , ODIN)
• Provide real-time order updates and confirmations to clients on recorded lines.
• Ensure consistent client engagement, including reactivation of dormant accounts.
• Address and resolve client queries promptly and professionally.
• Maintain accurate trade and client interaction records in the internal CRM/software.
• Coordinate with internal branches for revenue generation and efficient query resolution.
• Adhere strictly to Risk Management, Settlement, and Compliance guidelines.
• Follow all applicable SEBI and exchange regulations, as well as company policies.
• Acquire and onboard quality clients through networking, referrals, and market intelligence.
• Have executed orders through Bloomberg.

Required Skills & Qualifications:

• Minimum 4 years of experience in Institutional Dealing.
• Valid NISM Series VIII (Equity Derivatives) Certification.
• Strong understanding of stock market operations, particularly in equities and derivatives.
• Proficiency with trading terminals and software.

Job Summary:

• Building and maintaining solid relationships with HNI / Ultra HNI clients, understanding their financial goals, risk tolerance and investment preferences.
• Conducting in-depth economic assessments to analyse clients’ current financial situations and identify areas for growth and improvement.
• Developing personalised financial plans and investment strategies aligned with client’s objectives and risk profiles.
• Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.
• Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients’ changing needs.
• Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.
• Collaborating with internal teams, to offer comprehensive financialsolutions to clients.
• Helping the company meet its financial objectives through personalised financial planning.
• Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.