Define Investment strategy; asset allocation basis the prevailing market conditions
Be up-to-date with Equity and Debt markets by going through investment reports/concalls
Develop and manage the fund selection models
Product Due diligence to understand the qualitative aspects of the products
Financial goal setting and planning and prepare investment proposals for the clients
Asset allocation and Portfolio construction
Portfolio review and rebalancing as and when required
Engaging with Sales Team and help in product penetration via product and research support
Knowledge of all the Asset classes - Equity, Fixed income, Structured Products, Real Estate, FX, Commodities and International Markets
In depth knowledge Wealth Management products - Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds and Listed Investments.
Knowledge of taxation implications for various investment products
Functional understanding of Research and Portfolio Software like Morning Star, Invest well, Bloomberg etc
Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Networking Ability, Ability to work under time pressure and adhere to deadlines.
