New
zecruites indusry

Ideation - Equities (Equity-Based Advisor) (Others - General)/ 0 days ago

Job Preference:

Requirements:

  • Strong understanding of macroeconomic factors and their impact on investments. 
  • Proficiency in evaluating fund managers and analyzing investment vehicles. 
  • Excellent communication and presentation skills. 
  • Belief in long-term investing and the power of compounding. 
  • Proactive mindset and ability to generate investment ideas. 
  • Analytical skills and attention to detail. 
  • Stay updated on market trends and regulatory guidelines.

Note: 

  • The ideal candidate should possess the skills and mindset to advise clients on equity based investments and contribute to the team's success.



Qualification:

Any Post Graduate

Job Description:

Responsibilities: 

  • Generate investment ideas, contribute to proposals, and provide recommendations to meet clients' financial goals. 
  • Analyze and evaluate various investment vehicles, including Equity Mutual Funds, PMSes, AIFs, and Direct Equity. 
  • Conduct macro studies, track market trends, and stay updated on regulatory guidelines. 
  • Write reports, conduct portfolio reviews, and suggest changes as needed. 
  • Build relationships with fund managers and research new opportunities.

Skills: