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Investment Advisory

Scripbox

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Job Description

The Role requires the Candidate to perform the following core activities:

  1. Manage Client’s Investment Portfolios
    1. Build, monitor and maintain client portfolios as per the required asset allocation
    2. Take actions on portfolios as per research team’s recommendations
  2. Meet clients on a periodic basis and provide update on 
    1. Portfolio performance
    2. Other service deliverables
  3. Prepare Financial Plans for Clients
  4. Advise clients to enable and guide them to make financial decisions
  5. Review and advise clients on external financial products
  6. Adherence to compliance requirements of the organisation and as per SEBI Investment Adviser regulations while performing the above activities


Other activities which may be expected from the role:

  1. Get leads and references from clients and increase wallet share with the clients
  2. Work with clients and support them to resolve their pending financial issues / queries
  3. It is recommended to have basic tax knowledge to support clients on tax planning
  4. Collaborate and work with external vendors on tax advice and estate planning advice


Candidate should possess the following  for this opportunity:

  • Good communication skills
  • Eagerness to acquire knowledge and the Passion to learn & execute
  • Basic Knowledge of Indian Equity and Debt markets and its products
  • Keep updated on the latest financial concepts and financial products available in the Indian financial market. Knowledge of International financial products will be an added advantage. 
  • Systematic in approach and Attention to Detail
  • Good analytical skills and ability to organise financial data of clients
  • Ability to prioritise work for clients
  • Agile and flexible at work to meet multiple client requirements which is deliverable at a similar time frame 
  • Confidence and Maturity to deal with Clients who are senior-level or mid-level corporate Executives 
  • Open to meeting clients on weekends


Qualification: MBA (or) CFA (or) CA (or) any Post Graduate in Finance


Mandatory Requirement: The candidate should obtain certification of the NISM Investment Advisor Level XA & XB exams  within 6 months of joining the company. 

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