Sr. No.

Name of Post @

Total Vacancy

GEN

OBC

SC

ST

EWS^

LD (OL&OH)

VI

HI

d&e$

1.

Relationship Manager

314

126

70

54

33

31

4

7

7

7

2.

Relationship Manager  (Team Lead)

20

8

6

2

2

2

1

1

--

--

3.

Customer Relationship Executive

217

88

57

35

16

21

3

4

3

3

4.

Investment Officer

12

5

4

1

1

1

1

--

--

--

5.

Central Research Team (Product Lead)

2

1

1

--

--

--

1

--

--

--

6.

Central research Team  (Support)

2

2

--

--

--

--

1

--

--

--

SR.NO.

NAME OF POST

EDUCATIONAL QUALIFICATION

POST-QUALIFICATION EXPERIENCE (AS ON 01.08.2021)

1

Relationship Manager

Graduates from Government recognised University or Institution

Post-qualification  experience  of  minimum  3  Years  as a  Relationship  Manager  in Wealth  Management  with  leading  Public/Private/Foreign  Banks/Broking/  Security firms. The  candidate should have  adequate experience in building and  managing relationship with High-Net-worth Clients (having a minimum Total Relationship Value (TRV) of Rs 20.00  Lakh).

2

Relationship Manager (Team Lead)

Graduates from Government recognised University or Institution

1.Post qualification  experience  of minimum  8 years in  relationship  management in wealth management with leading Public/Private/Foreign banks/Broking/ Security firms.

2.Experience as a Team  Lead is preferred.

3

Customer Relationship Executive

Graduates from Government recognised University or Institution

1.Experience   in   documentation   requirements   of  financial   products  and   good communications skills would be desirable.

Specific Skills Required:

1.SHOULD HAVE A VALID DRIVING LICENCE FOR TWO-WHEELER (Mandatory)

4

Investment Officer

Graduates   /   Post   Graduates   from    Government   recognised University or Institution.

Mandatory: Certification by NISM/CWM

Preferred: CA/CFP  (As on 01/08/2021)

Minimum 5 years of post-qualification experience as an investment advisor/counsellor/part of product  team  in Wealth Management organisation.

Preferred Experience:

a)    Good  knowledge of investments and markets across asset classes.

b)    Experience in managing and guiding client portfolios.

c)    Good knowledge of asset allocation and re-balancing techniques.

d)    Superior  presentation  skills  & other  core  competencies  like  leadership  and team  work.

e)    Experience in products of fixed income, equity & alternate markets.

5

Central Research Team       (Product Lead)

MBA/PGDM from recognised College/University or CA/CFA Preferred: NISM Investment Advisor / Research Analyst Certificate/CFP( As on 01/08/2021)

Minimum 5 years post qualification experience in Equity Research/Products experience in Wealth Management / AMC (Mutual Funds) / Banks.

Preferred Experience:

a)    Minimum 8 years’ experience in Equity/Fixed Income Research/MF Research Analytics

b)    Excellent Knowledge on local and  global economic trends

c)    Excellent   Knowledge   on   local   Primary/Secondary   Equity   Markets/Fixed Income  and on PMS/AIF/MF/ Structured Products schemes in India.

d)    Experience  in  creating  views  and   research-based  publication  on  capital Market / sector trends.

e)    Proficiency  in  using  Excel  /  Modeling  techniques  /  Bloomberg  /  Reuters /Morning Star / CRISIL data  bases.

f)      Flair  for  equity,  understanding  of  all  exchange  traded products including bonds, INVIT, MLDs, REITs, Section 54 EC Bonds.

6

Central research Team  (Support)

Graduate/Post Graduate in-       Commerce/Finance/Economics/Management/Mathematics/ Statistics from Government recognized University or Institution.

Candidate should have  post qualification experience of minimum 3 years work experience in financial services providing support to Research / Publications departments.

Preferred Skills:

a)    Candidate  should  be   proficient  in  Microsoft  Excel,  Power   point,  Word,Outlook.

b)    Candidate should have  inclination to undertake research by reading various reports or websites.

c)    Candidate should be  able to support Research  team  by  aggregating and providing support for analysing data  through  various research tools / software like BLOOMBERG, REUTERS, CRISIL, ICRA etc

Sr. No.

Name of Post @

Age as on 01.08.2021

Min.

Max.#

1.

Relationship Manager

23

35

2.

Relationship Manager  (Team Lead)

28

40

3.

Customer Relationship Executive

20

35

4.

Investment Officer

28

40

5.

Central Research Team (Product Lead)

30

45

6.

Central research Team  (Support)

25

35