Research and Client Connect

Location: Bangalore (Preferably person located in Bangalore)


Job Description:

  • Use of Morning Star AWS Software for Research Methodlogy followed at Dilzer Consultants Pvt Ltd
  • Market Updates Domestic and Global Weekly Monthly Quarterly
  • SeSectors update about portfolios we recommend to clients and in general sectors
  • MarkMarket Capatilsation updates along with valuations
  • Investment Opportunities in all asset classes
  • Monthly Call with Partners
  • Active Management of Client portfolio in Mutual funds, Equity, Gold, Bonds, with Recommendations
  • Assiting the Planning team in existing and new clients portfolio reviews, restructure and rcommendation
  • Client Connect facing on Market Updates and Micros and Macros updates
  • Stock and ETF Recommendations Domestic and International Based on risk profile, with rationale technical and funedemental parmeters and meetings with clients to update on the status at a regular frequency
  • Strategic and Tactical Asset Allocation along with Risk profile understanding and Product and Scheme Selection Critteria
  • Ability to work with the planning team joinly on inputs for serving the clients needs
  • Webinars Youtube videos, and Articles
  • Investment Policy Statement



  • Graduate in Finance with 2-3 years expereince
  • CFA level 1 CFA level 2 and 3 are better Or NISM XV Research Certification Exam
  • InDepth Knowledge of Financial Products
  • MS office and Excel PPT and Word good understanding
  • In-Depth understanding of Mutual funds, Stock Markets and fundemental and technical Paramters


Skills Set:

  • Analytical Ability and Number Crunching
  • In-Depth understanding of Mutual funds, Stock Markets and fundemental and technical Paramters
  • Willingness to work and interact with a team
  • Willingness to Interact with fund mangers and all asset type managers on product updates and analysis of the same for the team
  • Comfortable with timeslines and deadlines
  • Good Communication skills


What you get by working at Dilzer Consultants Pvt Ltd

  • Ethical Investment Advisory and Fiduciary Interest of clients.
  • Flexible Work-from-home options- Hybrid and Extended based on KRIs.
  • Immense learning opportunities and Professional development
  • Open culture of sharing of ideas, and initiatives toward personal, professional, and organizational fulfillment.
  • Opportunities to conduct webinars and financial literacy programs
  • Ownership of clients for Long term mutual benefits.
  • Opportunity to be heard and make a difference in clients life, with satisfaction of working to make a difference in clients lives.


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