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08/02 Kashbi Mehta
HR Consultant at COE Solution

Views:952 Applications:246 Rec. Actions:Recruiter Actions:165

Assistant Manager/Manager - Equity Advisor - BFS (3-5 yrs)

Mumbai Job Code: 889903

Location : Mumbai

Department : Brokerage

Role : Equity Advisor

Designation : Assistant Manager/ Manager

Reporting to : Vice President

Role Description :

- Sharing investment ideas and portfolio recommendations with HNI clients

- Maintain MIS of existing clients and portfolio analysis of new clients

- Maintain model portfolio and monitor special situation trades

- Order executions, monitoring and reporting to clients

- Market and stock updates, portfolio reviews, and rebalancing

- Data requests, providing research reports, working on derivatives strategies, arranging and attending analyst calls and IPO meetings

Role Requirements :

- Educational Qualification - Post Graduate, MBA Finance, CA, CFA

- 3 years of work experience

- Specific Working Knowledge Required - Financial Analysis, Market & Trading Knowledge, Data Analysis, Capable in Excel & PowerPoint, Portfolio management, Accounting

Women-friendly workplace:

Maternity and Paternity Benefits

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