Research Manager

Stay abreast of macroeconomic trends, industry developments, and market

conditions specific to the Indian and global wealth management

landscape.

Conduct research to identify investment opportunities, risks, and asset

allocation strategies.

Develop, implement, and monitor investment strategies that align with client

goals and risk profiles.

Recommend portfolio adjustments based on market conditions and

economic outlook.

Assess and mitigate risks associated with investment portfolios, ensuring

regulatory compliance and client satisfaction.

Client Engagement

Collaborate with Relationship Managers to communicate research findings

and investment recommendations to clients effectively.

Analysis, Reporting and

Compliance

Monitor the performance of investment portfolios and conduct regular

performance reviews to identify areas for improvement.

Prepare detailed research reports and presentations for internal and

external stakeholders, offering insights into investment strategies and

market trends.

Stay updated on relevant regulatory changes and ensure all investment

recommendations follow industry regulations and guidelines.