Careers

Operation Manager

Role in Brief

1. Handle Client Queries, Ensure KYC compliance,
2. Timely Portfolio updates and Followup on advisory action items.
3. Coordinate with Relationship Managers
4. Coordinate with AMCs for portfolio updates

Experience:

1. 2+ years Operations (back-office) experience in Wealth Management, Investment Advisory
2. Proven Telephone based working experience

Education:

1. Any graduation must. MBA or PGP (NISM Post Graduate Program in Securities Market) preferable
2. NISM V-A certification

Location: Hyderabad

Financial Planner

Role in Brief

1. Prepare, Analyze and Monitor client financial plans
2. Understand the relevance of various investment products specific to client financial plans
3. Analyse risk profile of existing and new clients and interact with them to understand their requirements and concerns
4. Research on global/local economy, markets and apply learnings to financial plans.
5. Collaborate with asset, fund, portfolio and relationship managers to know market/product developments and relate to client requirements

Experience:

1. 2-5 years in the field of Financial Planning, Portfolio management

skills:

1. Detailed knowledge of all financial products: Insurance (health/ life/ general), mutual funds, bonds, PPF etc.
2. Ms Word, Excel and PPT

Education:

1. MBA, or NISM Post Graduate Program in Securities Markets
2. CFP / NISM XA XB Certification

Location: Hyderabad

Wealth Manager / Relationship Manager

Role in Brief

1. Acquire and build client relationships and business growth
2. Build solutions that work for the client that grow their wealth in line with their risk profiles.
3. Develop a sales pipeline of prospects and build on existing client portfolios
4. Conduct events at affiliates, corporates that elicit responses from prospects.
5. Build and sustain a partner ecosystem
6. Assimilate and share research and insights with all stakeholders

Experience:

1. 2 years in the client servicing in Investment Management/Advisory domain

skills:

1. Knowledge on Equity Advisory, Portfolio Management, Risk Management, Debt Management, Tax Management, Insurance, and Taxation.
2. MF Excel, MS Word must
3. Team player
4. Good communication and interpersonal skills
5. Curiosity drives you. Attitude defines you.
6. Passionate about investing; you may have started in school/college/early 20s
7. Structure complex requirements in tables, charts, workflows and can communicate domain complexity to clients and employees.

Education:

1. MBA, or NISM Post Graduate Program in Securities Markets
2. NISM X-A, X-B certification

Location: Hyderabad / Bangalore / Mumbai

Research Analyst

Role in Brief

1. Perform industry/market study and derive insights to identify suitable stock ideas
2. Conduct fundamental research on companies by analysing annual reports & quarterly results
3. Monitor economic indicators, macros and industry level metrics to identify the impact on various sectors and companies being tracked
4. Identify new investment opportunities and products based on the risk profile of the clients
5. Make Strategic and Tactical Asset Allocation changes to client portfolios

Experience:

1. 1-5 years in the field of equity research

skills:

1. MF Excel, MS Word must
2. Team player
3. Analytical ability, number crunching
4. In depth knowledge of market sectors
5. Good understanding of Micro and macro economics

Education:

1. Any graduation must.
2. MBA or NISM PGP in Securities Markets is preferable
3. CFA level 2+

Location: Hyderabad

Corporate Sales/Relationship Manager/Account Manager

Role in Brief

1. Acquire and build corporate client relationships and business growth
2. Build solutions that work for the senior corporate employees that grow their wealth in line with their risk profiles
3. Develop a sales pipeline of corporate prospects and onboard them with Investment Advisory and Financial Wellness solutions
4. Conduct events at corporates that elicit responses from prospects.
5. Build and sustain a partner ecosystem
6. Assimilate and share research and insights with all stakeholders

Experience:

1. 2 years in the Corporate Sales of any domain
2. Experience in dealing with corporate HR departments of large and medium corporates
3. Exposure to client servicing in the Investment Management/Advisory domain will be a plus

skills:

1. Corporate account management
2. Knowledge on Equity Advisory, Portfolio Management, Risk Management, Debt Management, Tax Management, Insurance, and Taxation.
3. MF Excel, MS Word must
4. Team player
5. Good communication and interpersonal skills
6. Curiosity drives you. Attitude defines you.
7. Passionate about investing; you may have started in school/college/early 20s
8. Structure complex requirements in tables, charts, workflows and can communicate domain complexity to clients and employees.

Education:

1. Any graduation, MBA preferable

Location: Hyderabad

If growth excites you, send your detailed resume to careers@jamawealth.com with the subject line indicating the relevant opening mentioned above.