Senior Research Analyst - Mutual Funds NJ IndiaInvest Private Limited

10.0 - 14.0 years

0 Lacs

surat, gujarat

On-site

NJ India Invest is one of India's largest B2B mutual fund distribution platforms, serving over 47000 distributors all over the country. We are now looking to hire a Senior Research Analyst to lead our mutual fund research team and strengthen our research capability across equity, debt, hybrid, and alternative investment products. We are seeking a highly skilled and experienced professional to lead our mutual fund research function, delivering actionable insights and recommendations to support our distributors, clients, and internal teams. This role involves in-depth fund analysis, performance tracking, market monitoring, and contributing to product evaluation and education. Responsibilities include conducting in-depth research and due diligence on mutual funds across categories such as equity, debt, and hybrid. The role also entails evaluating fund performance, risk metrics, strategy, TER, and fund manager track records. Additionally, developing model portfolios suited to different risk profiles and investment needs, monitoring market trends, SEBI/AMFI regulations, and fund industry developments, and assisting in empanelment of new AMCs and products on the NJ platform. The ideal candidate should possess an MBA (Finance) degree, CFA preferred (completed or in progress), and have at least 10 years of experience in mutual fund research, investment analysis, or portfolio advisory. A strong understanding of the Indian mutual fund landscape and regulatory frameworks (SEBI, AMFI) is essential, along with familiarity with tools like Excel, Value Research, Morningstar India, and Bloomberg. Key skills required for this role include strong analytical and communication skills (written & verbal), the ability to translate research into distributor-friendly recommendations, a collaborative, client-centric, and solution-oriented approach, and comfort working in a fast-paced, distributor-driven ecosystem.,

Posted 1 week ago

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Investment Counselor DSP Eminence

5.0 - 10.0 years

20 - 22 Lacs

Ahmedabad, Bengaluru, Mumbai (All Areas)

Work from Office

Role & responsibilities : Provide expert advice and guidance to clients on investment strategies and portfolio management. Conduct thorough analysis of clients; financial goals, risk tolerance, and investment preferences to develop personalized investment plans. Monitor and review clients& investment portfolios to ensure they are aligned with their goals and make necessary adjustments as needed. #Location Mumbai , Ahmedabad,Bangalore,Chennai,Chandigarh,Lucknow,Bhubaneshwar,Surat / Vadodara, Jaipur, Coimbatore

Posted 4 weeks ago

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AVP - Investment Specialist - Leading Bank - Hyderabad - 20Lacs Rekrut India

8.0 - 13.0 years

15 - 20 Lacs

Hyderabad

Work from Office

Hi, We have a vacancy in Hyderabad for INVESTMENT SPECIALIST - Leading Bank Grade: Senior Manager or AVP CTC up to 20Lacs fixed Looking for profiles from: Sales or Investment background from banking/fund houses. Job Role: Ownership of the Investments target of the Branch Banking channel mapped to Increase the Mutual Fund AUM for the mapped Area Penetration of client base for creating new investors in MF / investments from existing client base Increase in (investments products) productivity of Phone Banking officers Acquisitions (NTB) attributed to presence of IC i.e NTB opened by officers on the back of investments due to the presence of the IC Other Key areas to be done periodically Officers training Driving business /coordinating with Sr. RCMS /National Head Client coverage / joint phone calls Portfolio construction and reviews are done periodically by self and team Training & Development for new joiners for better performance Process adherence Dynamic person who can think and implement new strategies for customer acquisition, penetration and retention. Job Requirements 8-10 years work experience in NBFC, Banks, Mutual Fund industry In depth domain knowledge of Mutual Fund investments in detail, PMS Equity Market. Current Economy Distribution / Channel management Good communication and presentation skills, Good interpersonal skills Ability to work with other people well, Willing to travel. Pro-activeness to know things and drive business and people How to Apply : EMAIL: cv to selvi.sai@upgrad.com / Whatsapp CV to 9361184170 (Or) Call me back to 9361184170 Thanks & Regards, Selvi Sai Chief Recruitment Specialist - Leadership & Mid / Senior Level Hiring m +91-9361184170 |

Posted 2 months ago

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