Portfolio Counsellor / Investment Counsellor – Equities

Job Description

Be the subject matter expert on Equity Investing Review advise clients on their equity portfolio and structuring / restructuring as required based on inhouse research or PMS recommendations for NDPMS clients Structure and design portfolios after analyzing fundamentals of companies across sectors and market Cap Contribute towards investment committee ideas Coordinate with research team for advice/review of portfolio for top customers on regular basis. Target clientele Family Offices, Super HNIs and High Frequency Traders Share research recommendations, macro-economic outlook and views on equity markets and different sectors with clients Educational Qualification: CA or CFA/pursuing CFA or MBA from Tier I institute Minimum experience of 5-10 years in Equity Advisory with HNI / UHNI Client Segment Excellent advisory knowledge across Indian Equity Markets and Sectors Excellent spoken and written communication skills in English Language Passionate about equity markets and updated with global economic trends affecting client portfolio Should be well versed with equity markets and trading strategies