Will be responsible for primarily making calls to the database provided and generate leads of Interested clients in availing Company services. Be a support function to sales by providing leads and attending inbound/outbound calls of the clients.
Will be responsible for primarily selling Equity based investment advisory. Responsible for new client acquisition (HNI, UHNI & Family offices), building new relationships and increasing depth in existing relationships with clients Responsible for identifying customer needs, assessing their risk appetite and providing them investment options. Responsible for achieving targets as assigned by the organization on a monthly basis
Equity Research as a buy-side analyst. Building financial models and doing forensic audit of numbers. Understanding business drivers and identifying investment opportunities. The candidate should be interested in reading annual reports for in depth understanding of business. The candidate should be aware of accounting standards and should have ability to understand aggressive and conservative accounting principles. The candidate should be able to read balance sheet, profit and loss and cash flow to make necessary adjustments. Do various ratio analysis. Hardworking and eye for detail are key Job Specification Sound knowledge of all concepts relevant to the equity research analyst profile - financial analysis, economics and accounting etc Experience: 3-8yrs Qualification: CA Qualified Salary: Best in the Industry.
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 them story behind portfolio construction. Required Education, Skill Set & Knowledge Chartered Accountant with minimum 1 - 2 yrs 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 the stocks and portfolio construction. Pleasing and positive attitude. Should be proactive & target oriented.

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