Research Associate

Full Time
Hubli Coimbatore Mysore Chennai Mumbai

COMPANY NAME: Blue Ocean Financial Services Pvt Ltd


Blue Ocean Financial Services Pvt Ltd(BOFSPL) is a SEBI Registered Investment Advisory Company that helps its clients build, & maintain & distribute wealth through the twin tools of financial/investment planning and wealth management services.

Our Mission is to assist our clients in identifying their financial goals and to provide them the appropriate advice/suggestions using a wide range of solutions to help them achieve those goals.

At BOFSPL, our team members(we prefer to have team members instead of “employees”) have a positive and happy work environment, which motivates them to work without pressure.

Our team members appreciate the opportunity they have been given, which has helped them develop as a professional and strengthen the reliability of our brand in the minds of our clients, who themselves have been associated with us for more than a decade.


  • For candidates from cities other than Mumbai mentioned above(i.e. Mysore, Hubli, Coimbatore & Chennai) this position is about working from home. For Mumbai candidates, it will be regular office. We prefer Mumbai based candidates from Central & Harbour lines. The candidate is expected to do research on Mutual Funds, PMS, Alternative Investment Products, Insurance(Life, Health & General) & other financial solutions using our inhouse methodology.
  • Liasoning with the various financial institutions for procuring inputs to do the research and also to follow up on client related queries, preparation of customised reports, checking for errors in the output before sending it to clients and sending the reports on time to clients.

Adequate Training will be given to the candidate for him/her to get a good grasp on the subject matter and the way we research & recommend solutions to clients.


  • Graduates with CFP Certification ONLY. Preference would be given to Post Graduates with CFP Certification.
  • Prior Knowledge & some experience wrt Financial Investments would be good although a suitably qualified fresher is equally good in our eyes from an experience point of view.
  • The candidate should be thorough in MS-Excel with basic Financial Formulae, time value of Money etc.
  • Fluent in spoken & written English is a big advantage in our view. So preference will be given to that as well.


We wish to communicate it in person with the candidates as we conclude the interview. But rest assured, compensation & growth is usually MUCH MORE than commensurate at our firm(compared with market) basis the progress, drive & integrity demonstrated.

Also in addition to salary, we offer other monetary benefits that take care of our team member’s financial well being commensurate to his/her skill sets & contribution and/or vintage.


Additional & crucial information:

  • We are hiring for Integrity & Loyalty but will train for skill. Compensation & Growth is usually more than commensurate at our firm(compared with market) basis the progress , drive & integrity demonstrated. Integrity is a non-negotiable we as a company are obsessed about.
  • We are looking for candidates who are looking for a combination of growth AND stability. We want to add more happy team members to the team we already have.
  • We prefer to have team members who have the fire within them to grow in their roles, responsibility & compensation.
  • We encourage our team members to continuously learn & evolve themselves. So continuous education is a culture in our company.
Hiring Manager Details:

N.Vishwanath, Founder & CEO

[email protected]