1250 Equity Research Jobs - Page 5

Managing 150 to 200potential leads of customers per day. Should have completeknowledge about MF,EQUITY Good communicationskills. Sharing investmentideas to the clients based on their needs. Generating revenueswithout compromising on clients risk and profitability. Should develop knowledge of market news, financial trends andcurrent affairs. Analyze customer portfolio give appropriate advice Responsible to ensure all activities are in adherence as per Compliance Risk

Voice of Customer (VoC) Programs Design and execute CX initiatives to capture NPS, CSAT, andApp feedback across key customer touchpoints. Survey Event Design Collaborate with Salesforce and product teams to defineevent triggers and craft effective survey questions. Feedback Analysis Analyze structured and unstructured customer feedback togenerate actionable insights and build a comprehensive VoC narrative. CX Reporting Insights Develop regular reports and dashboards on customerattributes such as category, order placement, and funds transferred, tyingfeedback to behaviors and lifecycle stages. CX Forums Stakeholder Engagement Facilitate cross-functional CX forums with business leaders,ensurin...

Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module Requirements Minimum Graduate with 2-3 years of experience Should have good communication skills

Generating various research reports and analysis on assigned commodity complex. Should be able to manage dynamic research updates and interface with clients. Generate directional ideas based on fundamental research and data analysis Build detailed fundamental commodity supply and demand models by evaluating and improving the data quality . Knowledge of Bloomberg will be an add on. Ability to speak to traders , exporters , importers to understand the fundamental factors that are influencing the prices of the commodities Analyze commodity data for assigned commodities and generate research reports based on short-term market developments Good report writing and communication skills Ensuring tar...

Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module

Revenue Generation by proper guidance to the clients so as to increase their participation Regular meetings with the clients for maintaining relationships Reference from existing clients for new accounts Activation of inactive clients Should have basic compliance knowledge like Trade confirmation, Shortfall reporting, M2M collection etc. Having knowledge of Equity and currency would be an added advantage Should have cleared NISM Equity Derivative Module/NCFM Commodity Module/MCCP Commodity module NISM currency derivatives module Requirements Minimum Graduate with 2-3 years of experience Should have good communication skills

Job Title: Research Analyst Capital Market / Equity Research / Investment Research Location: Andheri, Mumbai Salary: Up to 40,000 per month (based on experience) Experience Required: Minimum 3 years of experience in Capital Market, Equity Research, or Investment Research Job Description: We are looking for a highly motivated and detail-oriented Research Analyst with strong expertise in equity research and capital markets . The ideal candidate should be able to analyze financial data, evaluate investment opportunities, prepare detailed research reports, and support decision-making processes with accurate market insights. Key Responsibilities: Conduct fundamental and technical analysis of comp...

Position Summary: We are seeking a highly motivated Equity Research Analyst to support our investment team in identifying, analyzing, and monitoring public and private equity investment opportunities The ideal candidate will be intellectually curious, detail-oriented, and passionate about fundamental research This role will be critical in delivering insights that inform our portfolio decisions across sectors and geographies, Key Responsibilities: Conduct bottom-up, fundamental research on publicly traded companies across sectors and regions, Analyze company financials, earnings reports, industry trends, competitive positioning, amongst others Perform primary research including expert intervi...

As a Chartered Accountant at 1% Club, you will play a crucial role in personal taxation and stock market analysis. Your responsibilities will include: - Assisting in individual income tax return (ITR) preparation and filing. - Calculating and reviewing capital gains taxation for equities, mutual funds, and real estate. - Handling tax implications for ESOPs and RSUs, both domestic and international. - Possessing a basic understanding of NRI taxation, particularly around NRE/NRO accounts, taxes on Indian income, and related compliance. - Supporting in fundamental and/or technical stock analysis. - Interpreting compensation structure of clients and advising on tax regime to be followed. - Parti...

Conduct financial, business, and legal due diligence for companies planning to go public. Prepare and review DRHP, RHP, and other offer documents in coordination with legal, compliance Perform financial modeling,company valuationDCF,company analysis Required Candidate profile Conduct financial, business, and legal due diligence for companies planning to go public. Prepare and review DRHP, RHP, and other offer documents in coordination with legal, compliance, DCF Valuation

We are looking for a Qualified Chartered Accountant with a strong interest in personal taxation and stock market analysis . The ideal candidate should have hands-on or conceptual knowledge of capital gains , ESOPs , and RSUs (domestic and international). In addition to taxation expertise, we are seeking someone who is curious about equity research , understands financial markets , and can assist in stock evaluation . This role will also involve direct client interaction by joining discussions alongside the financial advisor. Key Responsibilities: Assist in individual income tax return (ITR) preparation and filing. Calculate and review capital gains taxation for equities, mutual funds, and re...

Conduct financial, business, and legal due diligence for companies planning to go public. Prepare and review DRHP, RHP, and other offer documents in coordination with legal, compliance Perform financial modeling,company valuationDCF,company analysis

Conduct in-depth fundamental and technical analysis of equities, indices, and commodities. Generate comprehensive stock research reports and prepare daily market updates. Identify long-term and short-term investment opportunities through smart. Required Candidate profile 5 years of experience as a Fundamental Research Analyst or in a similar role. NISM Investment Advisor (Level 1 & Level 2) certification is mandatory. Strong understanding of financial markets.

Aspire Wealth Management is looking for skilled Share Market Dealers to handle Commodity and Equity segments. The ideal candidate should have completed NISM and Commodity Certification exams and have a passion for financial markets. Required Candidate profile Must have completed NISM and Commodity Certification exams Relevant experience preferred (Freshers with certifications can also apply) Knowledge of trading platforms and market operations

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should ap...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

Position - VP AVP DVP - PCG (Pvt Client Group) Advisor, B2B Partner Alliance (Franchisee IFA), Equity Broking 1) Advising Ultra HNI clients on Equity, F&O- Equity Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should ap...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

1) Advising Ultra HNI clients on Equity, F&O- Equity/ Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to ...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...

1) Advising Ultra HNI clients on Equity, F&O- Equity Currency/ Commodity . Managing large customers with book size of 25lacs & above. 2) Building strong rapport with Business Associate (Partners, Franchisee, IFA) to bring business scalability and quality servicing. Moreover, focusing on customer & Business Associate longevity with by focusing more on research & deep knowledge based advise 3) Helping Business Associate - Franchisee, IFA, Partners to scale existing base & revenue through quality service & Showcasing future opportunity 4) Could be given existing book to manage should apply deep market understanding & Advance strategies to increase book size & revenue 5) Will be responsible to m...

1) Execution of client trades with negligible errors and provide trade confirmations while ensuring complete compliance with regulatory and organisations compliance norms. 2) Achievement of assigned Clusters Revenue Targets , Managed Brokerage and Cross Selling Targets. 3) Disemination of product recommendations messages to allocated client using compliant messaging systems. 4) Effective handling of client queries thus ensuring efficient client enagagement. 5) Application of technicals analysis to queries relating to the market and stock movements thus enabling conversion of opportunities into Trades. 6) Dissemminating Fundamental research recommendations to meet investing requirements of al...