CAREERS
Designation: Virtual RM – Sales – MFD Retail Channel
Experience
Having 1 to 2 years’ experience with an Asset Management Company (AMC) / Wealth Outlet / Bank
Roles and responsibilities
- Has a good understanding of mutual funds and financial markets.
- Develop and maintain relationships with Mutual Fund Distributors. Candidates having a background as a Virtual RM would have an added advantage over other candidates.
- To ensure regular contact with all the mapped clients through regular calls and VC’s.
- To be a single point of contact for the assigned set of clients and ensure highest standard of service delivery.
- Enhance activation of Inactive distributors.
- Execute sales plans and increase wallet share from distributors.
- Provide distributor feedback and competitive feedback.
- Ensure adherence to sales processes, compliance and regulatory requirements.
Skills & Qualifications required:
Academic qualifications: MBA / Bachelor’s or Master’s degree in Sales and Marketing
Skills:- Should have strong communication skills, interpersonal skills and presentation skills
- NISM V – A certified
- A high level of enthusiasm and a customer-centric approach
- Should be a self starter, proactive & a positive attitude
Job Type: Full time, In office
Joining Date: Immediate
Location: Mumbai
CTC: As per Industry Standard
Apply at hr@oldbridgecapital.com if you think you meet the above criteria
Designation: EQUITY RESEARCH ANALYST
About the role:
The primary responsibility of the Analyst is to generate high conviction, investment recommendations based on differentiated, in-depth analysis of industry and company fundamentals. Idea is to do it through first-hand due diligence and insight, rather than over-reliance on bought-in research. Depending on the Analyst’s interest and performance over time, the role can involve conducting research on more than one sectors.
Ideal candidate:
- Work experience: 3-7 years of experience either in investments roles / equity brokerage firms / IB / Private Equity / Consulting
- Strong analytical mindset
- Affinity for research
- Strong verbal & written communication skills - adept at structured communication and building presentations
- Knowledge of Bloomberg / Ace-Equity and such other databases will be an added advantage
Academic qualifications:
- CFA / CA / MBA / Bachelor’s or Master’s Degree in Science
Apply at hr@oldbridgecapital.com if you think you meet the above criteria and are highly motivated and passionate about equities.
