TASK 7

Name: B Naga Shreya Batch ID: 22HR60 B10

KRA OF INVESTMENT ADVISOR:

Successful investment advisers can combine analytical ability, comprehensive

fiscal knowledge, and customer service skills to help clients define and reach their
financial goals.

The responsibilities and duties of an investment advisor are:

1. Educate Clients on Finances

2. Analyze Investment Options
3. Provide investment recommendations
4. Perform Recordkeeping Duties
5. Have Regulatory and Legal knowledge
6. Comply with Ethics Standards

KRA OF RESEARCH AND ADVISORY:

Research consultants perform and conduct studies on topics in their specialized

fields. They gather and analyze source materials, design research programs,
perform in-depth research, and create reports on their findings.

The responsibilities and duties of research and advisory analyst are:

1. Developing research and studies for the company

2. Selecting appropriate data and literary sources for research purposes
3. Designing questionnaires and research sub tasks
4. Conducting experiments, survey sessions and data collection
5. Analyzing and organizing gathered information
6. Managing and overseeing research done by other researchers
7. Drafting and finalizing research reports for presentation
8. Identifying key areas of concern and areas of improvement in research
design and implementation
 9. Discussing findings with other researchers and members of the
organization
10.Presenting your work in written and verbal form to different stakeholders

KRA OF MANDATE MANAGER:

Managers shape the culture of their teams and workplaces in countless ways.
They must play both an administrative and leadership role.

The responsibilities and duties of a Mandate Manager are:

1. Hiring and staffing

2. Training new employees
3. Coaching and developing existing employees
4. Dealing with performance problems
5. Supporting problem resolution and decision making
6. Conducting timely performance evaluations
7. Translating corporate goals into functional and individual goals
8. Monitoring performance and initiating action to strengthen results
9. Monitoring and controlling expenses and budgets
10.Tracking and reporting scorecard results to senior management
11.Planning and goal – setting for future periods