Job Description for Equity Specialist/ Sales(Wealth Division) This is not a sales role
Grade: Sr. Manager/AVP
Location : Delhi
Job Role:
Assist Senior Equity Specialist in managing equity portfolios of UHNI Clients.
Individually liaise with HNI clients of the Wealth Group on their direct equity investments
Conduct portfolio reviews of HNI clients' equity portfolio
Educating and Advising Customers on portfolio construction/recommendations and help them optimize the portfolio
Sharing Investment Ideas and research recommendations with HNI clients
To share macro-economic outlook with HNI clients in respect of GDP growth, Inflation etc.
To share outlook on equity markets and different sectors with HNI clients
Develop and maintain a long-term relationship with customers
Discussion of company developments, major macro-economic developments with clients
Interaction with Wealth relationship Managers
Experience requirement:
Degree holder with 7-10 years of experience in equity markets- either in equity research
/equity sales.
Currently working in Institutional Desk/ Retail / Wealth division of domestic broking house .
Experience in interacting with external clients related to equity markets
Good understanding of financial markets
Understanding of 1-2 sectors and companies listed in domestic markets
Understanding of macro-economic developments- Strong communication and presentation skills
A good team player
If interested mail at kh**********a@hd****c.com