Role & responsibilities

- Equity Portfolio Consulting: Analyze corporate investment objectives and structure corporate equity strategies and recommend suitable equity products.

- Corporate Client Engagement: Conduct face-to-face consultative meetings with corporate executives to present equity market insights, valuation metrics, and risk-adjusted return strategies.

- Equity Market Intelligence: Track stock market trends, quarterly corporate earnings, macroeconomic indicators, and sectoral shifts to offer timely equity portfolio rebalancing advice

Preferred candidate profile

- 2-7 years of experience in Equity Investment Advisory, Corporate Equity Desk, Institutional Broking, or AMC Equity Sales/Advisory.

- Solid technical knowledge of Equity Mutual Funds, Capital Markets, Stock Valuations, Derivatives (F&O;), and Equity Arbitrage.

- Active NISM Series VIII (Equity Derivatives) or NISM Series V-A certification

- High mobility for outdoor, on-field B2B client meetings.

📌 Equity Investment Advisor :B & Corporate Wealth (Ahmedabad)
🏢 Credicus Business Services
📍 Ahmedabad