Role & responsibilities Conduct in-depth fundamental research on listed companies across various sectors and market caps, focusing on financial performance, competitive positioning, and industry dynamics. Build and maintain detailed financial models to project future earnings and assess valuation metrics. Generate stock recommendations and prepare comprehensive research reports and presentations. Assist in the constructing and management of equity portfolios, ensuring alignment with investment objectives and risk parameters. Ensure the portfolios are compliant with all internal mandates and regulatory guide elines. Monitor and evaluate portfolio performance, provide recommendations for portfolio adjustments based on research findings and market conditions. Work closely with the portfolio management, compliance, operations, and client servicing teams to ensure seamless execution of investment strategies. Prepare weekly/monthly/quarterly reports and presentations on portfolio perfo rmance and market outlook for internal stakeholders and clients. Preferred candidate profile Education: CA / CFA / MBA (Finance) / Postgraduate in Finance Experience: 3 to 8 years of experience in equity markets as a research analyst ideally in a PMS, asset management firm or a broking house Proven track record of providing valuable investment insights and generating equity recommendations Experience in handling mid-cap and small-cap stocks is desirable Strong knowledge of financial statement analysis, financial modeling, and equity valuation techniques (DCF, P/E, P/B, etc.). Knowledge of sector-specific trends, market indicators, and economic data influencing equity markets. Excellent communication and presentation skills to effectively convey research findings and recommendations. Detail-oriented and self-motivated with a passion for equity markets. Knowledge of the regulatory environment (SEBI, stock exchanges, etc.). Proficiency in financial tools such as Bloomberg, Capitaline, or similar, along with advanced Excel skills.

Role & responsibilities Manage fixed income portfolios, ensuring alignment with investment objectives and risk tolerance. Conduct fundamental credit research and analysis of fixed income securities including G-secs, corporate bonds and other debt securities. Monitor and analyze macroeconomic indicators, interest rate trends, credit spreads and demand-supply dynamics of bonds to identify investment opportunities. Prepare investment notes, memos, and provide investment recommendations. Execute purchase and sale transactions for the portfolio. Manage and monitor performance, duration, credit exposures and other risks while ensuring compliance with limits and regulations. Prepare portfolio factsheets, presentations, client reports and performance commentaries. Regularly communicate with internal teams, clients and other stakeholders, providing updates on portfolio performance, market outlook and strategies. Preferred candidate profile Education: CA / CFA / MBA (Finance) / Postgraduate in Economics / Finance Experience: 37 years of experience in debt markets, credit research, or fixed income portfolio management Preference for candidates with prior exposure in PMS, mutual funds or wealth firms Strong understanding of fixed income products: G-Secs, SDLs, corporate bonds, money market instruments Sound knowledge of credit and interest rate risk Analytical mindset with financial modelling and valuation skills Proficiency in Excel, Bloomberg, and financial databases Attention to detail, strong communication, and ability to work under tight timelines

Role & responsibilities Review day to day operations of portfolio management services, Alternative investment funds, Implementing & monitoring regulatory compliance framework

Role & responsibilities: Drive business growth, client retention, and revenue enhancement within the wealth management function. Deliver tailored, high-impact financial solutions aligned with client goals. Build and nurture long-term client relationships based on trust and performance. Ensure operational excellence across all touchpoints of the client lifecycle. Align business strategy with evolving market trends, regulatory shifts, and internal objectives. Cultivate a strong internal team and a reliable network of external partners. Strategic Leadership: Define and execute the strategic direction of the wealth management business. Monitor industry trends, regulatory developments, and client feedback to propose proactive initiatives. Lead business planning and contribute to strategic decision-making at the executive level. Should have managed a book size of 1000 to 2000 cr Set up , drive and grow the Wealth business Client Engagement & Commercial Execution: Serve as a trusted advisor and executive ambassador of the firm. Partner with RMs in client acquisition and relationship deepening efforts. Design and implement strategies to enhance client satisfaction, retention, and referral. Recommend financial solutions across investments, insurance, estate, and tax planning. Drive advisory product penetration and cross-selling initiatives. Team Leadership & Talent Development: Recruit, mentor, and manage high-performing wealth managers and support staff. Conduct regular performance reviews, succession planning, and training programs. Foster a collaborative and values-driven team culture. Operational Oversight: Ensure seamless onboarding, servicing, and reporting processes. Resolve system-level and service-related challenges with internal and external stakeholders. Oversee compliance, documentation, and governance across the division. Financial Planning & Investment Management: Conduct in-depth client assessments and build customized financial plans. Monitor and adjust portfolio strategies based on market and client changes. Conduct financial analysis and provide expert guidance on wealth preservation and growth. Coordinate with estate planners, tax advisors, and legal professionals to deliver holistic solutions. External Network Development: Expand partnerships with lawyers, trustees, custodians, and accountants. Leverage external relationships to enhance client value and generate business referrals. Preferred candidate profile Bachelors degree in Finance, Economics, Business Administration, or related field. 15+ years of experience in wealth management, with proven P&L responsibility. Experience managing RM teams and/or a personal client book. Knowledge of global investment products, financial markets, and advisory workflows. Strong interpersonal, leadership, and communication skills. Expertise in portfolio management software, CRM tools, and financial analysis platforms. Entrepreneurial mindset with the ability to think strategically and execute tactically. Masters degree in Finance, Accounting, or Economics. Professional certifications such as CFP, CFA, or equivalent. Experience working with ultra-HNWIs and a track record of building long-term relationships. Understanding of Indian taxation and regulatory frameworks (if applicable). Fluency in English (French is a plus). Ability to drive change, inspire trust, and align teams with business objectives.