Company: Axis Securities Limited
Business: Financial Services
Department: NDPMS(Non-Discretionary Portfolio Management Service)
Designation: Assistant Manager/Deputy Manager
Job Location: Mumbai, Corporate Office
About the Company
Axis Securities Limited is a subsidiary company of Axis Bank Ltd. The Company has a wide range of products catered to meet the needs of the customer. Customers can open a single account to invest in Equities, Mutual Funds, SIPs, IPOs, Derivatives, Bonds, NCDs, ETFs and Company Fixed Deposits.
Product to be managed: NDPMS (Non-Discretionary Portfolio Management Service)
Non-Discretionary Portfolio Management Service (NDPMS) is a SEBI licensed Portfolio Manager. The objective of the Portfolio Manager is to create Equity Portfolio for customers with customer consent. NDPMS is a one of its kind proposition of creating equity portfolio, with an objective of long term wealth creation and short term income generation.
1) Job Purpose :
- This position shall be an integral part of the NDPMS Team and shall be responsible for doing Equity Research mostly covering the large and Mid-cap companies.
2) Principal Accountabilities :
- Recommending stock ideas backed up by sound, reliable and logical research for the purpose of inclusion in the Model Equity Portfolio or as a High Conviction stock ideas. Also, monitor the same on an on-going basis
- Build and update financial models of the Companies / Sectors tracked
- Write a brief report providing investment argument for the company / Sector. Update the same port quarterly results or on any important development for the company
- Support the fund manager by providing inputs on the MEP strategy and also managing select NDPMS client portfolios
- Support the sales team in terms of NDPMS concalls, client query on portfolio / stocks
3) Technical /Specialist Skills & Knowledge Expected For This Particular Role
- In-depth knowledge of the sector and the companies actively tracked
- Financial Modeling for the sector and the companies tracked
- Good written and oral communication skills so as to be able to present his/her ideas independently
4) Experience, Education and Knowledge
- CA/MBA/PGDM with a specialization in finance
- Minimum 2 years of experience in equity research in an Retail / Institutional brokerage firm
Axis Securities is an equal opportunities employer
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