Religare - Sr Analyst/AVP/VP - Equity Analyst

Job Description

Religare Private Wealth

Job Title: Sr. Equity Analyst / Equity Specialist (AVP/VP)

Location: Mumbai

Reporting to - Chief Investment Officer

Key Accountabilities:

- 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 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 work with all the RMs in getting direct equity allocations from their clients

- 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

- Keeping abreast of market changes and analysing stock movements/ finance of the company.

- Updating clients on research calls and advising them on asset allocation within their portfolio.

- Generating revenue in terms of brokerage income.

- Ensuring adherence to compliance norms of the organization.

- Devising and effectuating risk policies and implementing effective mechanisms to mitigate the same.