Equity Sales Specialist

elitecredix; Gurugram District; Hybrid; INR 1,500,000 - 4,000,000; Full time

Job summary

EliteCredix in Gurugram is seeking an Equity Sales Specialist to build and manage relationships with institutional and high-net-worth clients. You will present equity ideas, execute sales strategies, and work with research and trading teams to deliver timely insights and recommendations.

The role involves preparing pitches, coordinating trade execution, and contributing to revenue growth while maintaining compliance. Hybrid work profile with on-site collaboration and WFH flexibility.

Qualifications

• Strong equity-focused selling capabilities; equity sales and sales skills.
• Solid understanding of equities and broader capital markets.
• Familiarity with trading processes and trade execution workflows.
• Foundational knowledge in finance, including valuation and risk awareness.
• Proven ability to develop and manage client relationships with clear communication.
• Analytical mindset with proficiency in market data tools, spreadsheets and presentations.
• Finance degree(s) with CFA/NISM preferred.

Responsibilities

• Build and manage relationships with institutional and HNWI clients.
• Present equity ideas and execute sales strategies aligned with objectives.
• Collaborate with research and trading teams to deliver market insights.
• Prepare sales pitches and reports; coordinate trade execution with trading desk.
• Ensure follow-up, documentation, and regulatory/compliance adherence.
• Contribute to revenue growth targets and internal strategy meetings.

Skills

Equity sales

Relationship management

Communication

Market data tools

Financial analysis

Trading processes knowledge

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in Business

CFA

NISM

Tools

Market data tools

Spreadsheets

Presentations

Trading platforms

Job description

Job Description

Company Description We are an investment management company focused on aligning investments with clients financial goals. Our team of experienced professionals uses deep market insights, advanced research, and a disciplined investment process to design solutions that match individual objectives and risk profiles. We support clients across needs such as retirement planning, wealth growth, and personalized asset allocation strategies. Our culture is grounded in transparency, integrity, and innovation, enabling us to adapt in a rapidly changing financial landscape. Candidates joining our team will be part of a client-centric environment committed to long-term growth and prosperity.

Role Description

The Equity Sales Specialist is a full-time role based in Gurugram with a hybrid work arrangement, combining on-site collaboration with some work-from-home flexibility. This role involves building and managing relationships with institutional and high-net-worth clients, presenting equity ideas, and executing sales strategies aligned with their investment objectives.

The Equity Sales Specialist will work closely with research and trading teams to deliver timely market insights, product updates, and investment recommendations. Daily activities include monitoring market developments, preparing sales pitches and reports, coordinating trade execution with the trading desk, and ensuring accurate follow-up and documentation. The role also includes contributing to revenue growth targets, participating in internal strategy meetings, and maintaining strict compliance with regulatory and internal risk guidelines.

Qualifications

• Strong equity-focused selling capabilities, including Equity Sales and Sales skills.
• Solid understanding of Equities and broader capital markets.
• Familiarity with Trading processes and trade execution workflows.
• Foundational knowledge in Finance, including valuation, portfolio concepts, and risk awareness.
• Proven ability to develop and manage client relationships, with clear and persuasive communication skills.
• Analytical mindset with proficiency in using market data tools, spreadsheets, and presentations.
• Bachelor's degree in Finance, Economics, Business, or a related field; professional certifications (e.g., CFA, NISM) are Preferred .
• Comfort working in a hybrid environment, demonstrating self-management, collaboration, and adherence to compliance standards. .