Investment Specialist - Equities

KEY FEATURES OF THE POSITION

Core Functional

- Providing end-to-end equity investment advisory services to clients

- Profiling clients and documenting their investment objectives

- Tracking equity markets, creating model portfolios and building a robust direct equities offering within investment advisory/NDPMS

- Creating prospect investment proposals

- Carrying out portfolio reviews using various tools at disposal

- Providing regular guidance and advice with respect to markets, investments, products, etc.

Client Management (internal & external)

- Working closely with Relationship Managers and their clients

- Interacting regularly (including presentations) with clients for their equity requirements

- Working closely with RMs, Team Heads and Business Heads for pitching the firm's equity credentials to prospects

Professional and Technical

- Approx. 12 - 15+ years' experience

- Strong functional knowledge across asset and product classes

- Certified as a Portfolio Manager under SEBI PMS Regulations

- Strong analytical skills, proficiency with MS Word, Excel, Power Point

- Good presentation skills