Head – Professional Investor Desk – Financial Services

Right Brain Recruitment; Mumbai; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A leading recruitment firm is seeking an experienced Equity Advisor in Mumbai. The role involves managing large HNI clients, providing value-added research, and coordinating with internal teams. Candidates should possess a postgraduate degree, have strong knowledge of equity research, and demonstrate excellent communication and analytical skills. This position offers an opportunity to drive equity business and engage with clients across various sectors.

Qualifications

• Experience in managing equity/equity-related products.
• Strong market knowledge with a research & advisory background.
• Ability to derive insights from data and execute business plans.

Responsibilities

• Manage large HNI clients and build relationships.
• Provide research-based inputs to clients and internal teams.
• Drive equity business from targeted clients.

Skills

Equity research understanding

Analytical skills

Interpersonal skills

Communication skills

Education

Postgraduate degree

Job description

Responsibilities

• To be an Equity Advisor for the top clients spread across three verticals (PCG, Alternate Channel & Branches). Manage large HNI clients across regions and build in-depth relationships to drive the business.
• To work in coordination with existing dealing and sales team and provide value-added research-based inputs to our large clients.
• To liaison with research teams and provide inputs to clients on sectors, themes, stocks, tactical calls, etc.
• To review and analyze existing & prospective client portfolios and advise them, keeping in mind our research recommendations.
• To constantly engage with the research team and large clients on a regular basis to provide value-added inputs.
• To meet large prospective clients along with dealing or sales team of three verticals (to on-board new large clients).
• To ensure MIS is discussed with business managers and leaders and is used to push business and spot gaps.
• To be a key driver of Equity business from targeted large clients of PCG, Bank channels, and Branches.
• To assist and coordinate with internal team members for group meetings, webinars, and other value-added offerings for larger clients across locations.

Job Requirements

• Postgraduate with relevant work experience in managing equity/equity-related products.
• Need to have an understanding of equity research (i.e. sectors, businesses, and valuations) along with other offerings in the broking space.
• People with a background in research & advisory with strong market knowledge will be preferred.
• To have analytical skills to work on data and derive meaningful insights/evaluate various ideas and the ability to execute a business plan.
• Excellent Interpersonal skills ability to work across departments and ability to manage relationships with channel partners.
• To comply with internal compliances & satisfactorily complete internal as well as external audit requirements.
• Need to have good communication skills, be very approachable, and should have the ability to maintain good rapport with all stakeholders.
• To follow best practices of the industry, and code of conduct and satisfy all regulatory requirements needed from time to time.