HDFC Securities - Senior Manager/AVP - Equity Specialist

Job Description for Equity Specialist/ Sales(Wealth Division) This is not a sales role

Grade: Sr. Manager/AVP

Location : Delhi / Kolkata

Job Role:

- Assist Senior Equity Specialist in managing equity portfolios of UHNI Clients.

- Individually liaise with HNI clients of the Wealth Group on their direct equity investments

- Conduct portfolio reviews of HNI clients' equity portfolio

- Educating and Advising Customers on portfolio construction/recommendations and help them optimize the portfolio

- Sharing Investment Ideas and research recommendations with HNI clients

- To share macro-economic outlook with HNI clients in respect of GDP growth, Inflation etc.

- To share outlook on equity markets and different sectors with HNI clients

- Develop and maintain a long-term relationship with customers

- Discussion of company developments, major macro-economic developments with clients

- Interaction with Wealth relationship Managers

Experience requirement:

- Degree holder with 7-10 years of experience in equity markets- either in equity research /equity sales.

- Currently working in Institutional Desk/ Retail / Wealth division of domestic broking house .

- Experience in interacting with external clients related to equity markets

- Good understanding of financial markets

- Understanding of 1-2 sectors and companies listed in domestic markets

- Understanding of macro-economic developments- Strong communication and presentation skills

- A good team player