
Investment Expert
5 days ago
Key Responsibilities
- Monitor global and domestic equity markets, trends, and economic developments and update the clients accordingly.
- Recommend equity investment strategies sourced from our research desk, aligned with clients risk profiles, objectives, and time horizons.
- Conduct timely meetings either in person or through virtual channel to provide market outlooks, investment ideas, and thematic reports for clients as procured from our research team.
- Communicate regularly with clients to provide updates, performance reviews, and strategic advice.
- Collaborate with research analyst and relationship managers to deliver holistic portfolio advisory solutions.
- Maintain strong relationships with clients, providing timely responses to market events and client queries.
- Ensure compliance with regulatory guidelines, internal policies, and best practices.
- Participate in client acquisition efforts, presentations, and seminars to showcase the firms equity advisory capabilities.
Key Requirements
- Bachelors degree in Finance, Economics, Business, or a related field.
- CA / MBA / CFA/CFP or equivalent certification will be preferred.
- Deep understanding of equity markets, investment products, and portfolio construction.
- Proven track record of advising HNW/UHNW clients or institutional investors.
- Strong analytical, quantitative, and communication skills.
- Ability to present complex market ideas in a clear and actionable manner.
- High ethical standards and commitment to client interests.
- Proficiency with analyzing and presenting equity research reports; advanced Excel and presentation skills.
- Understanding of Technical Charts is an added advantage.
Key Skills
- Equity Research & Analysis
- Portfolio Advisory
- Client Relationship Management
- Market Commentary & Reporting
- Communication & Presentation
- Regulatory Compliance
- Team Collaboration
-
Investment Expert
2 weeks ago
NCR, India Nuvama Asset Management Full timeKey Responsibilities Monitor global and domestic equity markets, trends, and economic developments and update the clients accordingly. Recommend equity investment strategies sourced from our research desk, aligned with clients risk profiles, objectives, and time horizons. Conduct timely meetings either in person or through virtual channel to provide market...
-
Manager Investments
3 days ago
Kolkata, West Bengal, India Companion Placements Full time ₹ 15,00,000 - ₹ 25,00,000 per yearExpert in Investment Analysis & Regular accounting of the same, developing investment strategies, managing client portfolios, leading teams to achieve financial and investment goals
-
Relationship Manager in Stock Market
16 hours ago
Delhi, Delhi, India CHANAKYA INVESTMENT Full time ₹ 6,00,000 - ₹ 12,00,000 per yearCompany DescriptionCHANAKYA INVESTMENT is a SEBI-registered advisory firm with over 11 years of experience in the Indian stock market. Utilizing one of the country's most advanced 24-screen trading setups and cutting-edge AI technology, we deliver timely, research-backed insights for confident trading and investing. Our dedicated team of over 20 experts...
-
Team Lead in Stock Market
2 weeks ago
Delhi, Delhi, India CHANAKYA INVESTMENT Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionCHANAKYA INVESTMENT is a SEBI-registered advisory firm with over 11 years of expertise in the Indian stock market. Utilizing one of the country's most advanced 24-screen trading setups powered by AI technology, we provide timely, research-backed insights for confident trading and investing. Our dedicated team of 20+ experts works...
-
Investment - Associate
1 week ago
Bavla, Ahmedabad, Gujarat, India International Centre for Entrepreneurship and Technology (iCreate) Full time**Job Title**: Investment - Associate **Required Experience**: 3-5 years **Reports To**: Head - Special Projects **Transportation**: Provided through the Staff Bus from GMDC Building, 132ft Ring Road, Vastrapur, Ahmedabad. **Employment Type**: Full time **Relevant Experience**: 1-2 years of relevant experience in investment analysis, venture capital,...
-
Environmental Expert
2 weeks ago
Kolkata, India Abhinna Investment Pvt. Ltd. Full timeEnd to End Environment Vertical for various Mining Projects. Handling EC (Environment Clearance), TOR process. Compliance report as required by the MEEFCC & SPCB. Designing, maintenance and operation of ETP/ STP. Waste, Water, Soil, Air Analysis and Data Monitoring. EIA / ESIA, MoEF for Environment Clearance, Forest Clearance. Liaising with various...
-
Investment Associate
2 weeks ago
Delhi, India Votastra Full timePosition: Investment Associate Intern Qualification: Minimum undergraduate in the fields of finance, economics, business administration, and other related fields. Responsibilities : Research and Analysis : Research companies, industries, and market trends to identify potential investment opportunities. This involves analyzing financial statements, market...
-
Investment Associate
5 days ago
Delhi, Delhi, India Votastra Full time US$ 50,000 - US$ 1,00,000 per yearPosition:Investment Associate InternQualification:Minimum undergraduate in the fields of finance, economics, business administration, and other related fields.Responsibilities: Research and Analysis: Research companies, industries, and market trends to identify potential investment opportunities. This involves analyzing financial statements, market data,...
-
Trainee-investments Research
3 days ago
Delhi, Delhi, India Scan Holdings Pvt. Limited Full timeTrainee-Investments Research We are a reputed Export organization in Delhi having turnover of around 100 crores. We are recruiting ‘Trainee’ for ‘Research and analysis’ for our ‘Investments and Wealth Management’ division which has a big team of experienced professionals managing large investments and funds of the organization. The job would be...
-
Trainee- Investments
6 days ago
Delhi, India Scan Holdings Pvt. Limited Full timeTrainee-Investments Research We are a reputed Export organization in Delhi having turnover of around 100 crores. We are recruiting ‘Trainee’ for ‘Research and analysis’ for our ‘Investments and Wealth Management’ division which has a big team of experienced professionals managing large investments and funds of the organization. Job Role and...