18/01 Ashish Shrivastava
AGM HR at Purnartha Investment Advisers Private Limited

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Purnartha Investment Advisors - Investment Counsellor - Wealth (3-5 yrs)

Delhi/Mumbai Job Code: 655487

Key Responsibilities & Accountabilities :

- Equity Research as a Sell-side analyst.

- Understanding of financial models and forecasting of numbers.

- Understanding business drivers and identifying investment opportunities.

- Provide regular updates to the immediate superior as and when required.

- Interacting with clients on business models and financial models and explaining the story behind portfolio construction.

Required Education, Skill Set & Knowledge :

- Chartered Accountant/MBA with minimum 3 - 5 years


- Experience in Equity Advisory, selling of financial products from any financial services industry, Securities, broking firms.

- Should have good communication & presentation skills.

- Ability to convince clients about stocks and portfolio construction.

- Pleasing and positive attitude.

- Should be proactive & target oriented.

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