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Research

Job Title: Research Analyst

Position Code: CC/Research/2013/007

Department: Research Fixed Income &Fund Services

Location: Mumbai

Grade: Executive (E1)

Role:

Functional Responsibility / Domain Related

Process Adherence

Mutual fund quantitative and qualitative analysis like scheme ranking, scheme research, fund manager
research, performance attribution, fund house research
Regular interaction and presentations to fund houses
Customized wealth management research activities like risk profile, goal analysis, asset allocation, model
portfolios across asset classes and all other activities under the financial planning domain. This would also
include closely working with the financial planning tools team
Research on PMS products, ULIPs, PE Funds, REITs
Write timely analytical articles related to investment products / themes, market trends and wealth
management
Any other form of customized research like due diligence, qualitative assessment of front, mid and back
office processes for asset managers, distributors and institutional investors
Independently lead assignments and client interactions
Assisting Managers and Senior Managers in KSS and Franchise activities
Develop strong sector understanding and building strong domain knowledge

Ensure high quality of analysis and research output


Planning and completion of research projects / client deliverables on schedule

Client Management / Stakeholder Management

Meeting clients at regular intervals for feedback on products

Candidate Profile:

Sound knowledge of the mutual funds industry, regulations and investment strategies
Working knowledge of insurance products
Excellent number crunching / MS Excel skills
Excellent presentation and good writing skills
Good grip of mutual fund research tools
Working knowledge of prowess, Bloomberg, Reuters preferred
Ability to think out-of-the box
Independent performer
Ability to work in different teams in deadline driven projects

Essential Qualifications:

MBA (Finance) or equivalent OR CA


1 3 years of relevant work experience in mutual fund / asset management / wealth management
research

Job Title: Regional Manager,BD Equity Research

Position Code: CC/Research/2013/008

Department: Research

Location: Mumbai

Grade: Manager (M)

Role:

Functional Responsibility / Domain Related

Process Adherence

Responsible for Equity Research vertical and identify new business opportunities in this space on a
continuous basis and coordinate with the product/ research team to launch new products/variants of
existing products.
Handle the sales responsibility in the defined territories/ regions/ client segments.
Ensure client satisfaction and retention through regular meetings with key clients/ senior management of
clients. Should be able to network with the industry and be able to call on senior management of clients.

Manage and grow the existing large client base. Target and pitch to new high value clients/mandates in
existing and new segments. Should be responsible for lead generation and maintaining a healthy pipeline
for the team.
Presales Demo, respond to EOIs, RFPs, etc.
Contract negotiation, contract closing
Billing responsibilities
Manage sales receivables

Client Management / Stakeholder Management

Ensures client satisfaction and retention through regular meetings with key clients/senior management of
clients. Should be able to network with the industry and be able to call on senior management of clients.
Strengthen CRISIL Researchs franchise

Candidate Profile:

Excellent oral and written communication skills


Thorough understanding of the sales process and strong relationship management skills.
Flair for meeting people, pleasant and presentable, ability to work under pressure in a highly target
oriented environment, ability to win trust of customers, ability to negotiate and coordinate with internal
and external customers.
Moderate to strong understanding of financial concepts and business analysis and Capital Markets
Positive attitude with qualities of a team player
Innovative and solution orientation

Essential Qualifications:

MBA (Finance/Marketing) or equivalent


2 5 years

Job Title: Associate Director,BD Equity Research

Position Code: CC/Research/2013/009

Department: Research

Location: Mumbai

Grade: Associate Director (AD)

Role:

Functional Responsibility / Domain Related

Process Adherence

Responsible for Equity Research vertical and identify new business opportunities in this space on a
continuous basis and coordinate with the product/ research team to launch new products/variants of
existing products.
Handle the sales responsibility in the defined territories/ regions/ client segments.
Ensure client satisfaction and retention through regular meetings with key clients/ senior management of
clients. Should be able to network with the industry and be able to call on senior management of clients.

Manage and grow the existing large client base. Target and pitch to new high value clients/mandates in
existing and new segments. Should be responsible for lead generation and maintaining a healthy pipeline
for the team.
Presales Demo, respond to EOIs, RFPs, etc.
Contract negotiation, contract closing
Billing responsibilities
Manage sales receivables

Client Management / Stakeholder Management

Ensures client satisfaction and retention through regular meetings with key clients/senior management of
clients. Should be able to network with the industry and be able to call on senior management of clients.
Strengthen CRISIL Researchs franchise
Ability to manage and lead a team of Business Development Managers and ensure they are moviated and
targets are met.

Candidate Profile:

Excellent oral and written communication skills


Thorough understanding of the sales process and strong relationship management skills.
Flair for meeting people, pleasant and presentable, ability to work under pressure in a highly target
oriented environment, ability to win trust of customers, ability to negotiate and coordinate with internal
and external customers.
Moderate to strong understanding of financial concepts and business analysis and Capital Markets
Positive attitude with qualities of a team leader
Innovative and solution orientation

Essential Qualifications:

MBA (Finance/Marketing) or equivalent


5 8 years

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