Equity Advisor - Direct Equity - Financial Services Firm

Key Deliverable of the Role :

- The said individual will be responsible for inculcating an equity advisory (direct equities) culture in the organisation

- This will involve formulating and positing a direct equity proposition in collaboration with the Corporate in-house Research Team with appropriate marketing collaterals

- The above should then be used for getting direct equity allocations from existing HNI clients, as well as acquiring new clients

- The Equity Expert will work closely with all the Relationship Managers in getting direct equity allocations from their clients. The role will involve conference calls and training's to educate the Relationship managers on Equity fundamentals and market

- The role will involve speaking to/ interacting with clients daily, and taking responsibility of managing the direct equity portfolio of the clients

- Research - integrating research inputs available from in-house Institutional & Retail Research desks, as well from external sources, and also initiating research on own to support the equity sales process

- Creating Model Portfolios and managing client portfolios around the same, as well as through low churn equity advisory