Nuvama Wealth & Investment Limited

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