Senior Equity Specialist

4 days ago

Delhi, Delhi, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000
Job Description:

We are seeking an experienced Senior Equity Specialist to join our team. This individual will be responsible for managing relationships with high-net-worth clients and institutional investors, providing investment advice and portfolio management services.

The ideal candidate will have a strong understanding of equity markets, including global equities, Indian equities, ETFs, IPOs, equity-linked products, and derivatives. They should also possess excellent interpersonal and communication skills, as well as a sales-driven mindset.

Key Responsibilities:
  • Build and manage long-term relationships with HNW/UHNW individuals, family offices, or institutional investors.
  • Act as the single point of contact for equity-related needs, offering investment advice tailored to client goals and risk profiles.
  • Conduct regular portfolio reviews and ensure consistent client engagement and satisfaction.
Equity Advisory & Sales:
  • Offer advisory and execution services in listed equities, IPOs, structured equity products, and equity derivatives.
  • Work closely with research, trading desks, and investment strategists to deliver value-added insights and trade ideas.
  • Drive equity revenue through proactive product pitching, cross-selling, and tactical trading strategies.
Market Intelligence:
  • Stay up-to-date on equity market trends, sector performance, macroeconomic developments, and regulatory changes.
  • Provide clients with real-time market updates and timely investment ideas backed by strong fundamentals or technical triggers.
Compliance & Risk:
  • Ensure full compliance with internal policies, KYC/AML requirements, and regulatory guidelines.
  • Maintain high standards of ethics, conduct, and professionalism in all client dealings.
  • Accurately document client interactions and investment decisions in line with internal audit and risk frameworks.
Collaboration & Leadership:
  • Collaborate with internal teams to deliver seamless client experiences.
  • Mentor junior team members and contribute to the development of the broader equities business.
Required Skills and Qualifications:
  • 10+ years of experience in relationship management, equities advisory, or institutional equity sales.
  • Proven track record of AUM growth, revenue generation, and client retention.
  • Strong expertise in equity markets, including global equities, Indian equities, ETFs, IPOs, equity-linked products, and derivatives.
  • Sound understanding of portfolio management, risk assessment, and client profiling.
  • Certifications like NISM VA/VIII, CFP, CFA, or CMT will be advantageous.
Benefits:
  • Competitive compensation package.
  • Opportunities for career advancement.
  • Professional development opportunities.
Others:
  • Strong relationships with HNW/UHNW clients or institutional investors is highly desirable.

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