Posted By
Posted in
Banking & Finance
Job Code
1424675
Investment strategy:
- Define Investment strategy, and asset allocation basis the prevailing market conditions.
- Up to date with Equity and Debt markets.
Product Selection:
- Develop and manage the fund selection models.
- Product Due diligence to understand the qualitative aspects of the products and download it to the sales team.
Financial Planning and Wealth Protection:
- Financial goal setting and planning and preparing investment proposals for clients.
- Asset allocation and Portfolio construction Strategy Formulation
- Portfolio review and rebalancing as and when required.
- Engaging with the business Directors and Sales Teams and helping in product penetration via research support.
Knowledge Requirement:
- Knowledge of all the Asset classes - Equity, Fixed income, Structured Products, Real Estate, Commodities, and International Markets.
- In-depth knowledge of Wealth Management products - Mutual Funds, Portfolio Management Service Providers, Alternative Investment Funds, Listed Investments & Insurance.
- Knowledge of taxation, and tax implications for various investment products.
- Functional understanding of Research and Portfolio Software like Morning Star, Invest Well, Bloomberg, etc.
Behavioral Skills:
- Strong analytical and interpretative skills, Integrity, Ability to establish trust, Self-driven, Team Player, Team
- Management, Networking Ability, Ability to work under time pressure and adhere to deadlines.
- Should Lead and Drive the Team toward Organizational Goals.
- Set Portfolio Review Standards on Quality and product recommendations.
- Actively manage desk risk via strong checks on Risk profiling, Product selection, and portfolio construction
Team Management:
- Strong Analytical, Presentation skills and MIS reporting are required & should be able to present to Senior Management the desk investment policies and strategies.
- Ability to read product performances and eye for detailing.
- Functional and Technical skills to evaluate product and client portfolios and guide the team.
- Review Team portfolio presentation month on month.
- Train team on new concepts and product ideas
- Work along with the Sales team and other channels to achieve targeted growth.
Technical (Software / IT related) Skills:
- Strong Excel workflow and Presentation skills.
About Company-
- Tata Capital Limited is a financial and investment service provider in India.
- The company is based in Mumbai and has more than 100 branches across the country.
- The firm offers consumer loans, wealth management, commercial finance, and infrastructure finance, among others.
- Tata Capital, a subsidiary of Tata Sons Limited, was established in the year 2007.
- It is the financial services arm of the USD 108 billion Tata Group.
- It is a holding company of Tata Capital Financial Services Limited (TCFSL), Tata Securities Limited, and Tata Capital Housing Finance Limited.
- The company is registered with the Reserve Bank of India (RBI) as a Systematically Important Deposit Accepting Non-Banking Financial Company.
- Tata Capital offers services like commercial finance, investment banking, consumer loans, private equity, treasury - advisory, and credit cards.
- It serves corporate, retail, and institutional customers through its wholly owned subsidiary, TCFSL.
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Posted By
Posted in
Banking & Finance
Job Code
1424675
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