| Job Description: | About company: - Leading BFSI Company Job title: Head - Research and Product Development Job location: Rajkot, Gujarat Work Experience: 10+ years of relevant experience in capital market securities research, financial services industry Educational Qualification: CFA or Charter Accountant or MBA (Finance) with relevant work experience CTC – Rs 15.0 lpa to Rs 20.0 lpa Job Profile: A passionate and dynamic Research & Product Development Professional to provide the highest standards of quality research and research products for Retail and HNI clients. Research area and portfolio management may include equity, derivatives, fixed income, ETFs, Mutual Funds and other alternative asset classes. The candidate should possess in-depth knowledge of financial products and should be capable to independently predict the financial modeling, different valuation methods and report writing. The candidate will work closely with the management in building research and product strategies. Job Responsibilities: ? Direct and guide the conduct of research team by framing necessary research products and policies ? Enhance team learning by participating in various market seminars, technical and fundamental workshops ? Provide advisory and portfolio management services to Retail, HNI and Ultra HNI for wealth creation ? Acquire HNI & portfolio management clients under PCG (Private Client Group) category ? Interact with various clients to understand their need for investment and build strategy with research team to better serve the PCG category ? Engage and build network with institutions and promoters from various industries to capture future trends & opportunities ? Provide thought leadership to internal and external stakeholders via audio visual presentations, effective communication of any important regulatory announcements and market analysis KRAs: ? Lead and develop technical and fundamental analysts team for equity, commodity, currency derivative segment and ensuring relevant analysis is disseminated in the right format to the right stakeholders ? Implement guidelines of SEBI for Investment Regulation 2016, Making department fully compliant with SEBI guidelines and ensuring all provisions and back up of data is maintained as directed by SEBI ? Support to Business promotion - Investment awareness programs in consultation with various entities like exchanges, regulators, AMCs and experts at academic institutions as well as industry. ? Servicing & meeting in a regular interval to HNI client for the investment pitches & customized solution for their investment proposals ? Handle administrative responsibilities of planning, budgeting, hiring & reviewing team members. Manage day-to-day management of the research team ? Monitor strategy performance evaluation, research product strategy, and review range of portfolio solutions ? Excellent interpersonal, written and oral communication skills with ability to communicate and influence across a broad range of sophistication levels |
| Key Skills: | Head - Research and Product Development |
| Location: | Rajkot |
| Required Experience: | 10-20 yrs |
| Positions: | 1 |
