Investment Expert

6 days ago

Ahmedabad Delhi Kolkata NCR, India Nuvama Wealth & Investment Limited Full time ₹ 15,00,000 - ₹ 20,00,000 per year

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

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