Research & Client Associate

Accrue Finvisor; New Delhi; On-site; INR 1,200,000 - 2,200,000; Full time

Job summary

Accrue Finvisor seeks an economics-driven professional to bridge client work and research. You will track Indian and global economics, translate insights into client notes, and lead discussions from the founders to independent meetings.

The role requires explaining markets in plain language, building client relationships, and coordinating investor-education sessions, with no sales targets.

Qualifications

• Strong grounding in economics with macroeconomics and financial markets.
• Economics degree (graduate or postgraduate) preferred; CFA backgrounds welcome.
• 25 years in wealth management, equity or economic research, or client-facing financial services.
• Clear writing able to turn complex data into a one-page client note.
• Fluent in English and Hindi; confident in client meetings.
• Familiarity with RBI and MOSPI data sources; Excel proficiency.
• NISM Series V-A certification, or willingness to obtain within 3 months of joining.

Responsibilities

• Research about Indian and global macro indicators (GDP, inflation, RBI/Fed policy, interest rates, currency, fiscal data, capital flows).
• Analyse macro shifts impact on equity, debt, gold and other assets.
• Write monthly market outlooks and client notes for email/WhatsApp.
• Support internal funds and products analysis (mutual funds, PMS, AIFs, bonds).
• Build and maintain data trackers and Excel charts.

Skills

Economics knowledge

Client communication

Clear writing

Excel proficiency

Education

Economics degree

Tools

Excel

Job description

The Role

This role brings client work and research together. You will track the Indian and global economy, turn your analysis into clear notes for clients, and carry those conversations into client meetings, starting alongside the founders and building up to running them independently. It suits someone with a strong grounding in economics who enjoys explaining ideas as much as analysing them. The role carries no sales targets.

Key Responsibilities

RESEARCH (AROUND 40%)

• Track Indian and global macro indicators GDP, inflation, RBI and Fed policy, interest rates, currency, fiscal data and global capital flows.
• Analyse how macro shifts affect equity, debt, gold and global asset classes.
• Write the monthly market outlook, client notes and short updates for email and WhatsApp.
• Support internal analysis of funds and products across mutual funds, PMS, AIFs and bonds.
• Build and maintain data trackers and charts in Excel.

CLIENTS (AROUND 60%)

• Build and maintain strong relationships with existing and prospective clients.
• Independently manage client meetings, portfolio reviews, presentations and follow-ups.
• Explain market conditions and share product information in plain language, matched to each client's goals and risk profile.
• Identify opportunities to deepen existing client relationships across our product range.
• Coordinate client meetings, seminars and investor-education sessions.
• Work with operations to resolve client queries and service requests.

What We're Looking For

• Strong understanding of economics is essential, along with a firm grasp of macroeconomics and financial markets.
• An Economics degree (graduate or postgraduate) is preferred. Finance, Commerce or CFA backgrounds are welcome if you can demonstrate the same understanding.
• 25 years in wealth management, equity or economic research, or client-facing financial services.
• Clear writing able to turn complex data into a one-page note a client will actually read.
• Confident in client meetings, in English and Hindi.
• Comfortable with Excel and economic data sources such as RBI and MOSPI releases.
• NISM Series V-A certification, or willingness to obtain it within 3 months of joining.