Location: Bangalore (Preferably person located in Bangalore)

Job Description:

- Use of Morning Star AWS Software for Research Methodlogy followed at Dilzer Consultants Pvt Ltd
- Market Updates Domestic and Global Weekly Monthly Quarterly
- SeSectors update about portfolios we recommend to clients and in general sectors
- MarkMarket Capatilsation updates along with valuations
- Investment Opportunities in all asset classes
- Monthly Call with Partners
- Active Management of Client portfolio in Mutual funds, Equity, Gold, Bonds, with Recommendations
- Assiting the Planning team in existing and new clients portfolio reviews, restructure and rcommendation
- Client Connect facing on Market Updates and Micros and Macros updates
- Stock and ETF Recommendations Domestic and International Based on risk profile, with rationale technical and funedemental parmeters and meetings with clients to update on the status at a regular frequency
- Strategic and Tactical Asset Allocation along with Risk profile understanding and Product and Scheme Selection Critteria
- Ability to work with the planning team joinly on inputs for serving the clients needs
- Webinars Youtube videos, and Articles
- Investment Policy Statement

Qualification:

- Graduate in Finance with 2-3 years expereince
- CFA level 1 CFA level 2 and 3 are better Or NISM XV Research Certification Exam




- InDepth Knowledge of Financial Products
- MS office and Excel PPT and Word good understanding
- In-Depth understanding of Mutual funds, Stock Markets and fundemental and technical Paramters

Skills Set:

- Analytical Ability and Number Crunching
- In-Depth understanding of Mutual funds, Stock Markets and fundemental and technical Paramters
- Willingness to work and interact with a team
- Willingness to Interact with fund mangers and all asset type managers on product updates and analysis of the same for the team
- Comfortable with timeslines and deadlines
- Valuable Communication skills

What you get by working at Dilzer Consultants Pvt Ltd

- Ethical Investment Advisory and Fiduciary Interest of clients.
- Flexible Work-from-home options- Hybrid and Extended based on KRIs.
- Immense learning opportunities and Professional development
- Open culture of sharing of ideas, and initiatives toward personal, professional, and organizational fulfillment.
- Opportunities to conduct webinars and financial literacy programs
- Ownership of clients for Long term mutual benefits.
- Opportunity to be heard and make a difference in clients life, with satisfaction of working to make a difference in clients lives.

Please share your resumes to [email protected] with Subject Line Research Role

📌 Research and Client Connect (Bengaluru)
🏢 Dilzer Consultants
📍 Bengaluru