Sign In
 [New User? Sign Up]
Mobile Version

Asst. Manager - Planning & Research

Mumbai, MH
Job Code:
  • Banking & Finance
Applying for this job will take you to an external site
  • Shortlist
  • Email Friend
  • Print

Job Details

ROLES AND RESPONSIBILITIES 1. Back testing of research outcomes to check quality of research2. Building and refining research models on multiple financial products mutual funds, equities, bonds, alternative assets, insurance, PMS etc3. Meeting/calls with Asset Managers and Relationship Managers to get their view on financial markets and financial products4. Presenting research/investment/market updates to para planners/investment advisors on an ongoing basis5. Building processes for improvement in planning and research processes6. Training and mentoring of para planners and research team, including identifying training needs7. Portfolio change recommendations validation of recommendations of para planners8. Financial plan finalisation9. Assisting investment advisors/para planners in preparation for plan presentation review meetings10. Coordination with teams to ensure implementation of plan11. Product development of financial planning/products through competition mapping and tracking international/domestic trends, and building of alliances12. Evaluation and finalization of Financial Planning, Research Software, Reporting Solutions and integration with existing processes13. Development of marketing tools for investment advisors/para planners14. Commentary finalization and content creation and design to share with clients and prospects newsletters, social media, blogs, case studies, articles, etc15. Strategic thinking around review meetings in consultation with investment advisor16. Managing turnarounds and deadlines with teams17. Compliance for clients18. Communication with Clients
Degree: M.Com. (Commerce) | M.Pharm. (Pharmacy) | M.Sc. (Science) | MA (Arts) | MBA/ PGDM | MCA/ PGDCA

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 2-7


Finance/Budgeting | Financial Analysis | Investment Banking | Retail Finance
Applying for this job will take you to an external site


© Copyright 2015 Al Nisr Publishing LLC - powered by Gulf News