We are looking for an Investment Adviser with strong investment, trading, and managerial skills who can manage advisory activities and lead the investment/trading team.
Key Responsibilities
Provide investment advice based on client goals, risk profile and investment horizon.
Strong knowledge of Equity, Mutual Funds, ETFs, Bonds, Fixed Income, Gold and other investment products.
Analyse portfolios and recommend asset allocation, diversification and rebalancing.
Positive understanding of Equity & F&O; trading, technical and fundamental analysis.
Identify and evaluate short-term and positional trading opportunities.
Lead and manage the research/trading team, assign responsibilities and monitor performance.
Participate in business and strategic decision-making related to investment and trading activities.
Coordinate with management, operations and compliance teams.
Ensure activities are conducted in line with applicable SEBI regulations and internal policies.
Requirements
NISM Investment Adviser certification/qualification as applicable.
Solid investment product and stock market knowledge.
Positive managerial, leadership and team-handling skills.
Strong analytical, communication and decision-making abilities.
Relevant experience in investment advisory, wealth management, research or trading preferred.