Nariman Point |   600000 - 900000 P.A.

1+ years

Job Description:   

Job Purpose (Job Summary): The individual will be responsible for all the communication with external as well as internal stakeholders of the firm regarding investment performance, products, investment activity etc. Also, communicate effectively with clients regarding investment accounts, market conditions and economic trends.

Key Responsibilities / Duties:
1. Prepare monthly presentation, press release (as & when required) and other communication for clients.
2. Analysis of performance of funds/strategy through various ratios.
3. Tacking performance of the competitors, new product in the market and share insights with management & communicate with clients about their accounts, market conditions and economic trends.
4. Participate in strategic & various project by the firm.
5. Generate relevant reports/ratios utilizing internal data that reveal important data insights.
6. Update clients on any account changes you see as necessary in a timely manner.
7. Handle queries of clients, distributors as well as sales team.

Experience, Skills, and Personal Qualities
1. Bachelor’s degree or equivalent is a must with 1-3 years of experience in Finance (PMS/AIF/ Wealth Management Ops will be preferable)
2. Strong communication skills and knowledge of performance & financial ratios
3. Strong analytical, Presentation and problem-solving skills
4. Passionate about client service
5. Good MS Office skills (excel, word, PowerPoint)

Qualification: Any Graduate in Finance

Keyskills:   Investor Communication, Investor relations,

Please note - due to the number of applications we receive, we will only be able to respond to successful candidates.