Equities Role - BFS

Ideation - Equities

- Part of team involved in generating investment ideas to meet the clients financial goals

- Contribute to and prepare investment proposals for clients

- Analyse Investment Vehicles - Equity Mutual Funds, PMSes, AIFs, Direct Equity

- Track PMS Universe

- Track ETF and Index Funds Universe

- Crate Periodic Macro study

- Provide recommendations based on the above analysis

- Writing Periodic reports and Updates

- Conduct periodic reviews of client investment portfolios to track they are meeting the investment objectives. Identify, highlight variances and suggest changes, if any.

- Provide data / guidance and support Relationship managers for the periodic client reviews and other client requests for information.

- Build relationship with Mutual Fund Managers and PMS Managers and continuously research for new fund opportunities

- Stay updated, track new policies, actions, guidelines circulated by RBI, SEBI etc to provide client updates and build knowledge decks

- Contribute to preparation of the monthly MIS