Equity Executive

Job Description

Company Description Shram Shakti Investment specializes in family wealth management, curating bond funds, and managing investment portfolios with strategic finesse that adapts to market dynamics. Since our founding in 2007, our guiding principle has been to empower clients to achieve financial freedom through unwavering commitment and visionary leadership. Our success comes from deep-seated expertise in investment planning and wealth creation, enabling us to realize the financial aspirations of our esteemed clients. Recognized within the industry, our passion for wealth creation drives innovation and excellence in every facet of our service. Role Description This is a full-time on-site role for an Equity Executive located in Vadodara. The Equity Executive will be responsible for conducting financial analysis, monitoring market trends, managing investment portfolios, and making informed decisions based on market dynamics. The role involves preparing detailed reports, collaborating with clients to understand their financial goals, and providing expert advice on equities and investment opportunities. The Equity Executive will also play a key role in developing and implementing investment strategies. Qualifications Financial Analysis and Market Trend Monitoring skillsExperience in managing investment portfolios and making strategic decisionsStrong report preparation and analytical skillsAbility to collaborate with clients and understand financial goalsExpertise in equity markets and investment opportunitiesExcellent written and verbal communication skillsBachelor's degree in Finance, Economics, or a related field, or equivalent experienceCertification such as CFA (Chartered Financial Analyst) is a plusProficiency in financial software and tools