SKILL SET EXPECTED |
Technical/Professional | Commercial Skills | Personal Skills | Social Skills |
Financial modeling, DCF, relative valuation, ratio analysis | Ability to convert research into sales-focused presentations | Strong analytical mindset with structured thought process | Cross-functional collaboration with sales, product, & FMs |
Sector analysis across BFSI, Chemical, Pharma, IT, etc. | Understanding investor psychology and capital market flows | Self-starter with a solution-oriented approach | Client communication and relationship-building skills |
Familiarity with PMS, AIF frameworks and portfolio construction techniques | Revenue-oriented mindset with contribution to client conversions | Time discipline, consistency, and precision in research writing | High accountability and ethical communication |
Tools: Bloomberg, Reuters, Excel, Power BI/Tableau | | | |
KRA/KPI |
KRA (Key Responsibility Area) | KPI (Key Performance Indicator) | Frequency | Tools / Platforms | Output Format |
Research Idea Generation & Delivery | Minimum 4 investment-grade stock ideas per month | Monthly | Bloomberg, Excel, Internal Tracker | Investment Idea Deck, Internal Notes |
Sales-Ready Research Collateral | Publish at least 1 client-ready thematic or sector note monthly | Monthly | PowerPoint, Word, CRM | Sector Outlook, Thematic Note |
Portfolio Input & Stock Rationale | Participation in 100% fund meetings and portfolio review inputs | Weekly / Monthly | Internal MIS, Portfolio Dashboard | Stock Inclusion Notes, Meeting Minutes |
Market Commentary & Tactical Briefs | Deliver tactical updates weekly on news/events with impact | Weekly | Email, Research Summary Tracker | Tactical Briefs, Market Snapshots |
Client Communication & Sales Support | Join min. 2 sales/client presentations per quarter | Quarterly | CRM, Sales Tracker | Meeting Notes, Client-Delivered Decks |
Compliance & Documentation | 100% adherence to research documentation, audit readiness | Monthly | SEBI Compliance Checklist | Research Logs, Compliance Sheets |