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30/09 Hardik Dave
Manager at Equirus

Views:199 Applications:37 Rec. Actions:Recruiter Actions:22

Equirus - Assistant Vice President - Investment Products (7-12 yrs)

Cochin/Kochi/Kerala Job Code: 1162968

About Equirus :

Equirus is a leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory in their investments, best corporates for their growth & capital need and families in managing their wealth. Led by seasoned bankers, we work with the largest and the most reputed investors.

For more details you can visit us at

Position / Role Title : AVP

Job Description :

- To assist with due diligence and onboarding of new products

- To assist with continuous monitoring and evaluation of existing product recommendations

- To assist sales team with product related queries

- To analyze and data mine to generate relevant reports and outputs to assist the sales team as well as management team with business decisions.

- To assist sales team with portfolio analysis for existing & prospective large clients.

- To assist with conceptualization, launch and track of R&R campaigns for sales team in line with the Business requirements

- To prepare product one pagers and sales focused presentations to enable sales team to garner business

- To conduct secondary research and assist with preparation of research notes and presentations for the sales team

Qualification & Experience Required :

- MBA Finance , CA , CS or with relevant work experience in managing Investment Products. (7 - 12 years of experience)

- Need to have a good understanding of Investment products in Wealth space and various Asset Classes.

- Have strong analytical skills to work on large data and derive meaningful insights / evaluate various product ideas to present.

- Need to have good communication and inter-personal skills, be very approachable and should have the ability to maintain good rapport with all stakeholders

- Well versed with Microsoft Office - Advance excel & presentation skills.

- To comply with internal compliances & to follow best practices of industry and code of conducts.

Women-friendly workplace:

Maternity and Paternity Benefits

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