About the Role:
Join our research team to deliver equity analysis, market reports, and investment recommendations for HNI/NRI clients. Analyze NSE/BSE data and support portfolio strategies with actionable insights.
Key Responsibilities:
Conduct fundamental/technical analysis on 50+ stocks monthly
Prepare research reports and sector updates (IT, Pharma, Banking)
Monitor macroeconomic trends and SEBI regulatory changes
Collaborate with advisors on client portfolios
Track Nifty 50, Sensex, and sectoral indices daily
Requirements:
CFA Level 1/CA Inter/MBA Finance
NISM Series XV certification
Advanced Excel, Python/R for data analysis
Strong written communication for client reports
Apply: Email resume to careers@tgmsecurities.com with subject "Research Analyst Application"
Location: Hyderabad
About the Role:
Manage relationships for high-net-worth individuals and NRIs. Design customized investment plans and ensure FEMA compliance for cross-border portfolios.
Key Responsibilities:
Acquire and service 20+ HNI/NRI clients quarterly
Conduct portfolio reviews and rebalancing
Advise on mutual funds, PMS, and international investments
Maintain KYC/AML documentation
Deliver quarterly performance reviews to clients
Requirements:
CFP/NISM Series X-A/X-B certification
Proven track record in HNI client acquisition
Hindi/English fluency (Telugu preferred)
Familiarity with Zerodha/Kite, Groww platforms
Relationship management experience
Apply: Email resume to careers@tgmsecurities.com with subject "Wealth Advisor Application"
Location: Hyderabad