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2 Job openings at Smart Investors
About Smart Investors

A financial technology company providing investment advice and portfolio management solutions using AI-driven algorithms.

Research Analyst (Australian stock market -5 years of experience)

Not specified

1 - 4 years

INR 3.0 - 8.0 Lacs P.A.

Work from Office

Full Time

Our Company:We are an independent equities research firm, which provides recommendations to our subscribers about which stocks to buy, sell or hold. Our key goal is to provide investment ideas to clients that enable them to navigate and achieve success in complex markets.Equity Research Analyst is required to perform duties as per the below enlisted description A) Must have experience in Equity (Stock Market) research and drafting of reports (buy/sell/hold/expensive) under a diverse set of categories. These would pertain to diverse sectors (to name a few - energy and oil, materials, mining, telecommunications, pharmaceutical, biotechnology). Frequency is decided as per the requirement of the business.B) Must independently manage report handling, preparation, review and releases -1) Managing and/or Preparing Main/Topic based reports that are to be released on daily basis depending on movement in the market.2) Should be able to do stock selection based on Market Trends and Market Situation. 3) Must have expertise to analyse & provide entry/exit price of stocks. 4) Should be proficient in Company evaluation, technical and fundamental research.5) Managing and/or Preparing macro-economic reports/ industry overviews under newsletters based on requirement of the business.6) Managing and/or Preparing Quick digest reports entailing any news items.D) Assisting the leadership team in providing insights for research streamlining, workflow management, and team development.E) Keeping a track of portfolio performance on a regular basis and conducting activities required for performance evaluation of equity portfolio.G) Performing other suitable activities based on the need of the hour (videos/ podcasts etc.) and requirement of the business.7) Having research experience in the International stock market would be preferred. PLEASE REVIEW THE ABOVE JOB DESRIPTION CAREFULLY BEFORE APPLYING

Quality Analyst ( BPO)

Not specified

1 - 3 years

INR 3.0 - 6.0 Lacs P.A.

Work from Office

Full Time

Our Company:We are an independent equities research firm, which provides recommendations to our subscribers about which stocks to buy, sell or hold. Our key goal is to provide investment ideas to clients that enable them to navigate and achieve success in complex markets. Job Responsibilities of a Quality Analyst1. Call & Interaction MonitoringMonitor inbound and outbound calls, chats, and emails to evaluate agent performance.Assess communication skills, adherence to scripts, and customer handling techniques.Identify gaps and areas of improvement in agent performance.2. Quality Audits & ReportingConduct random quality audits on customer interactions.Provide detailed feedback and maintain reports on agent performance.Track KPIs (Key Performance Indicators) such as CSAT (Customer Satisfaction), AHT (Average Handling Time), and FCR (First Call Resolution).3. Compliance & Process AdherenceEnsure agents comply with company policies, procedures, and regulatory requirements.Identify and report compliance violations to prevent potential risks.4. Agent Coaching & TrainingProvide constructive feedback to agents on their performance.Conduct coaching sessions and training programs to improve quality scores.Develop quality guidelines and best practices for customer interactions.5. Provide Training to the New Hires6. Data Analysis & ReportingGenerate quality scorecards and prepare performance reports.Identify trends, challenges, and areas for process optimization.Share weekly/monthly reports with stakeholders and management.7. Conduct Call Calibration Session regularly with operations Minimum Twice a month8 . Collaboration with Other DepartmentsWork closely with the Operations, Training, and HR teams to align quality standards.Participate in calibration sessions to ensure consistent quality evaluation.Skills Required for a QA in a BPO Strong analytical and observational skills Excellent communication and feedback-giving abilities Familiarity with compliance regulations and industry standards Ability to handle large data sets and generate reports Our Company: We are an independent equities research firm, which provides recommendations to our subscribers about which stocks to buy, sell or hold. Our key goal is to provide investment ideas to clients that enable them to navigate and achieve success in complex markets.

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