Senior Investment Strategist

1 day ago


Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Equity Sales Professional

About the Role:

As a seasoned equity sales professional, you will be responsible for managing key client relationships, executing strategic deals, and driving revenue through idea generation, market insights, and timely execution.

Key Responsibilities:

  • Client Engagement: Develop and maintain strong relationships with institutional clients to understand their investment needs and provide tailored solutions.
  • Investment Strategy Analysis: Analyze client requirements and optimize revenues while efficiently utilizing resources.
  • Distribution of Research and Deals: Provide clients with research, deals, blocks, corporate access, and technology solutions to enhance their investment strategies.
  • Alpha Capture Initiatives: Run programs to gather market insights and improve investment decisions.
  • Business Development: Expand the client base and revenue streams through business development initiatives.
  • Client Feedback: Gather and incorporate client feedback to improve distribution products.
  • Cross-Functional Collaboration: Collaborate across different teams to achieve business objectives.

Qualification: Graduate/Postgraduate/MBA/CA/CFA required.



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