crisil careers research dec13

7/25/2019 CRISIL Careers Research Dec13

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Research

Job Title: Research Analyst Position Code: CC/Research/2013/007

Department:Research Fixed Income &Fund Services

Grade: Executive (E1)

Location: Mumbai

Role:

Functional Responsibility / Domain Related

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

Process Adherence

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


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Job Title: Regional Manager,BD Equity Research Position Code: CC/Research/2013/008

Department:Research

Grade: Manager (M)

Location: Mumbai

Role:


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.

Process Adherence

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


Ensures client satisfaction and retention through regular meetings with key clients/senior management of


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


MBA (Finance/Marketing) or equivalent

2 5 years


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Job Title: Associate Director,BD Equity Research Position Code: CC/Research/2013/009

Department:Research

Grade: Associate Director(AD)

Location: Mumbai

Role:


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


Process Adherence

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


Ensures client satisfaction and retention through regular meetings with key clients/senior management of


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


MBA (Finance/Marketing) or equivalent

58 years

crisil careers research dec13

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