- Provide an Investment team with insights into the economic scenario in India.
- Responsible for independent research of various asset classes including Equities, gold, ETFs and sharia mutual funds.
- Provide write-up on securities to be covered to Investment committee for their consideration
- Contribute with investment related ideas for current product developments
- Provide investment advice to clients based on their risk profile
- Review of clients existing portfolios and preparation and execution of financial plan
- Market research of relevant competitors and their products in the finance industry.
- Provide inputs to product team for on-boarding requirements for mutual fund account opening
- Research various intermediaries for execution of mutual fund through API connectivity.
- Coordinate with various intermediaries involved in execution of mutual fund securities for integration and real time support.
- Develop, implement, and review operational policies and procedures.
- Ensure seamless operations of recording client data and advices
- Perform quality control of client data and advices disseminated to client




- Ensuring revenue assurance for the organisation by correctly calculating advisory fees and ensuring same are recovered from client as per defined frequencies.
- Liasoning with customer support and compliance for resolving customer complaints.
- Providing data for internal and external audits / regulatory inspections.

Preferred candidate profile

- A professional qualification or post-graduate degree or post graduate diploma (minimum two years in duration) in finance, accountancy, business management, commerce, economics.
- Experience of atleast 5 years in activities relating to advice in financial products or securities or fund or asset or portfolio management
- Certification on financial planning or fund or asset or portfolio management or investment advisory services (a)from NISM; or (b)from any other organization or institution including Financial Planning Standards Board of India or any recognized stock exchange in India provided such certification is accredited by NISM.
- NISM distribution certification
- Excellent communication and presentation skills
- Ability to multi-task, prioritize, and manage time effectively

📌 Investment Advisor Operations Analyst (Mumbai)
🏢 Ethinvest Advisors
📍 Mumbai