• Leverage your operational background and experience to contribute to a growing business
• Work closely with Senior RMs to support their clients on financial planning and portfolio management
• Analyze market conditions to form a basis for tactical asset allocation across client portfolios
• Manage advisory business implementation and rebalancing
• Work on portfolio reviews and reporting for clients on periodic basis
• Serve as a key liaison to other areas supporting the Private Banking Business
• Plan and manage new account on boarding process
• Provide overview of client reporting and web capabilities to potential new clients
• Execute, process and reconcile trading and other investment related transactions
• Lead or participate in the divisional efforts to improve efficiencies with the Private banking Business

What You Should Have

• Working experience of 3-5 years in an Advisory firm or Equity Research house
• In depth knowledge of Financial markets and new edge products
• Qualified C CA, CFA or MBA Finance as a degree
• Must have cleared CIEL or NISM both levels
• Excellent with Data Analysis & querying tools such as Advanced Excel, SQL, etc
• Knowledge of reporting tools such as Power BI, Tableau etc
• Strong verbal & written communication skills