Mumbai, Maharashtra
INR 0.4 - 0.6 Lacs P.A.
On-site
Full Time
Objective : - Understand the OmniScience Investment Philosophy-the Scientific Investing Framework - Key focus shall be on developing research reports, commentaries, notes and updates on a regular basis om the various investment offerings from Omniscience - Understand investment management activities and undertake such activities across platforms and investment offerings. Roles & Responsibilities : - Understand the Scientific Investing Framework & Growth Vector Investing - Use the philosophy and framework to understand OmniScience portfolios - Design presentations and research reports for OmniScience strategies - Understand and ensure adherence to the fiduciary responsibilities, regulations & compliances while creating any research or marketing document. - Support in depth research on multiple themes/sectors/growth opportunities - Design the weekly/monthly newsletters - Carry out primary/secondary research on growth opportunities and strategies - Get research notes and other marketing collateral approved by BASL Skill Sets Expected: - Strong understanding of financial markets, investment products, and economic indicators. - Expertise in Financial Statement Analysis, DCF and other Valuation methods, Industry Analysis - Excellent analytical, problem-solving, and decision-making skills. - Excellent research, financial analysis, report writing and presentation development skills - Outstanding interpersonal and communication skills. - Knowledge of regulatory requirements and compliance in the financial industry - NISM XA and XB certification mandatory before joining Job Type: Full-time Pay: ₹40,000.00 - ₹60,000.00 per month Benefits: Health insurance Life insurance Provident Fund Schedule: Day shift Work Location: In person
Mumbai
INR 0.18 - 0.25 Lacs P.A.
On-site
Full Time
Core Responsibilities: Client Onboarding & KYC Management: Conduct KYC verification and ensure compliance with regulatory requirements. Perform risk profiling and validation checks. Complete form filling and documentation for onboarding clients. Follow up with clients and distributors for additional information or clarification whenever required. Stay updated with KYC regulations and internal policy changes to ensure adherence. Download KRA, scan and archive forms securely. Send welcome emails to newly onboarded clients and update CRM systems accordingly. Distributor Onboarding & Management: Process distributor onboarding by handling form filling and KYC validation as per established checklists. Ensure compliance with the onboarding checklist. Scan and archive onboarding documentation securely. Send welcome emails and onboard distributors while updating CRM. Operational & Administrative Duties: Daily cleanup and organization of personal mailbox. Process client modifications, re-KYC, closure requests, and miscellaneous inquiries. Maintain accurate records of client interactions and document archiving. Ensure compliance with documentation standards and maintain all records systematically. Should be comfortable with handling paperwork. Process Improvement & Revenue Optimization: Identify opportunities to boost revenue, reduce costs, or enhance process efficiency. Develop and implement solutions for workflow improvement and automation. Collaborate with teams to drive operational excellence and adherence to compliance standards. Key Skills & Qualifications: Bachelor’s degree in finance, Accounting, Business Administration, or related field. Proven experience in back-office operations, KYC verification, and client onboarding. Excellent coordination and communication skills with clients and distributors. Proficiency in CRM systems, and regulatory compliance frameworks. Ability to handle paperwork effectively, ensuring accuracy and compliance. Ability to drive process improvements, cost-saving initiatives, and revenue optimization strategies. Experience : Preferred 1-2 years of work experience. Job Type: Full-time Pay: ₹18,000.00 - ₹25,000.00 per month Benefits: Health insurance Life insurance Provident Fund Schedule: Day shift Education: Bachelor's (Required) Work Location: In person
Mumbai, Maharashtra
INR 0.4 - 0.7 Lacs P.A.
On-site
Full Time
Omniscience Capital Advisors Pvt Ltd: Global Investment Management firm specializing in global equity investments. Location: Mumbai Core Responsibilities: · Products Expertise: -Maintain deep knowledge of Omniscience’s offerings for strategic alignment. - Develop a deep understanding of Omniscience’s product suite, ensuring alignment with the firm's investment strategies. - Stay up to date with new product features, updates, and enhancements to effectively position them in the market. - Serve as the internal expert on Omniscience offerings, providing guidance to teams and clients on product applications and benefits. ·* Client Engagement:* - Build and nurture strong relationships with clients through proactive communication and engagement initiatives. - Develop and deliver compelling presentations and product demonstrations to prospective clients, helping them understand investment opportunities. - Address client and distributor inquiries efficiently, ensuring they have all necessary information to make informed decisions. Sales Support & Calling: - Conduct targeted sales calls to engage potential clients, discussing product offerings and investment strategies. - Provide product insights during sales discussions, ensuring stakeholders understand the benefits and key differentiators of Omniscience products. - Support the sales team in closing deals by providing detailed product knowledge and responding to client queries. Cross-Team Coordination: - Collaborate closely with marketing and sales team to create and refine investment-related materials, ensuring consistency in messaging. - Align product messaging with firm strategy, making sure all communications are accurate and impactful. Factsheet Development: - Work with sales and marketing teams to generate comprehensive investment factsheets that provide clear, data-driven insights. - Ensure accuracy in performance metrics, product details, and key market indicators in the factsheets. - Oversee the periodic update and distribution of factsheets to reflect current market conditions and product changes. Material Preparation & Distribution: - Ensure timely creation and distribution of marketing materials, including brochures, presentations, factsheets, and digital content. - Coordinate with marketing and sales teams to ensure all materials are tailored for distributors and clients, keeping them informed about product offerings. - Review content to ensure compliance with industry regulations and guidelines before release. Job Requirements: · Masters’s degree in finance, or a related field; advanced degree or relevant certifications (NISM/CWM/CFP) is a plus. · Understanding of financial markets, financial products and services. · Experience in product management within financial services or investment advisory. · Excellent relationship-building and communication skills, with a proactive approach to client interaction. · Strong interpersonal and communication skills, with a proven track record of building and maintaining partner relationships. · Results-driven, with a proactive approach to problem-solving and achieving sales targets. Ability to multitask in a fast-paced environment. · Experience with lead generation. Qualifications: · B. Com./B. Tech Or other bachelor’s degree · NISM XA, XB Experience: Preferred 1-3 years of work experience. Job Type: Full-time Pay: ₹40,000.00 - ₹70,000.00 per month Benefits: Health insurance Life insurance Provident Fund Schedule: Day shift Location: Mumbai, Maharashtra (Required) Work Location: In person
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