Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992, is the sponsor of PPFAS Asset Management (PPFAS AMC). PPFAS Ltd. is also amongst India's earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: https://www.ppfas.com/about/our-company/

Job Description:

We are looking to hire an enthusiastic Client Advisor to create a gamut of investment options for your clients to offer them a holistic portfolio-building experience.

• Develop and implement strategies to acquire new clients and expand existing relationships.
• Provide expert advice on stocks, bonds, mutual funds, and other financial products.
• Collaborate with the sales team to identify opportunities for cross-selling and upselling.
• Monitor market trends and analyse data to inform investment recommendations.
• Manage client portfolios and ensure adherence to risk management policies.
• Stay up-to-date with regulatory requirements and compliance standards.
• Various aspects of financial planning viz. Goal Planning, Cash Flow Management, Insurance, Investments, Estate Planning, Proficient with Excel
• Ability to use Financial Software such as Omnimax
• He / she should also have a pleasing personality, be well-read and be able to converse on a variety of topics (both financial and non-financial) with clients.
• Exp wealth Management / Wealth Products / PMS / Mutual fund / Equity / Insurance.
• You forge a strong bond with the clients and understand their background, financial history, current income, lifestyle requirements, tax saving plans, etc.
• You also counsel them on what their short-term and long-term goals are.
• Use your knowledge and skills to implement a strategy to cover a list of various investment opportunities that suit the clients objectives.

Qualification & Experience:

• Strong knowledge of stock market, equity advisory, equity broking, share market, digital sales, sales, capital market, NISM, NCFM, and financial markets.
• Proficient in using technology tools for managing client portfolios and analyzing data.
• Ability to work collaboratively with the sales team and other departments within the organization.
• Certified Financial Planner / Chartered Wealth Manager / Chartered Financial Analyst (At least cleared one level)
• NISM Series V-A
• Relevant Experience : At least 2 years in Wealth Management

Job Location: Mumbai

Interested? Please click here to fill out the form.

Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992, is the sponsor of PPFAS Asset Management (PPFAS AMC). PPFAS Ltd. is also amongst India's earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: https://www.ppfas.com/about/our-company/

Job Description:
The role of the Research Associate is to discover, study & track good investment ideas in sync with the investment philosophy at PPFAS Group. The role demands curiosity, ability to connect dots across various data points, analyse the potential for the opportunity & find a relevant valuation for the same.

What is expected from you:

• Study the companies across multiple cycles and sectors
• Do on the ground & not just desk study of any business / industry
• Sift through & understand financial reports, industry data, peer group & other relevant data sources
• Analyse Financial Statements
• Value businesses using various techniques
• Build Qualitative understanding of the business to make sense of the numbers
• Build & Update financial models of the businesses under coverage
• Communicate investment ideas to the investment team

What you can expect:

• A disciplined & long term oriented investment process
• A learning organisation with a mindset of doing the right thing for our investors
• A simple approach to money management
• A well balanced work culture cherishing professional as well as personal goals

Other points:

• As a regulated asset management company, we discourage our employees to invest / trade in stocks in their personal capacity.
• We also encourage & expect our employees to invest in our own schemes for their investment needs to align the goals of our employees with that of our investors.

Qualification & Experience:

• Upto 2 years of relevant experience
• Educational credentials which give you the skills required to perform the role like either of CA, CFA (US), MBA (Finance) are preferred

CTC Bracket:

• There will be a fixed & variable component to your salary.

Job Location: Mumbai

Interested? Please click here to fill out the form.