Equity Research Analyst/Senior Equity Analyst

Job title: Equity Research Analyst/Senior Equity Analyst

Company: Purnartha Investment Advisers Pvt Ltd

Job description: Mumbai, Kolkata, Chennai, Ahmedabad, New Delhi, Hyderabad, Pune, Bengaluru

To , email your resume at Desired Profile

  • Graduate/Post – graduate in any stream.
  • Has experience in direct selling of financial products.
  • Equity/Mutual Fund or capital markets sales experience is a must.
  • An AUM size of minimum Rs. 20cr will be an advantage.
  • A connect among HNIs is favourable.

Job Description

Primarily responsible for selling equity – based investment products.

Identifying customer needs, assessing their risk appetite and providing them with investment options.

Achieving targets as assigned by the organization on a monthly basis.

Capital Markets/Broking/Banking/Call Centre or ITES

1 – 8 years * Bachelors in any stream.

  • Has experience in customer service, lead generation or sales.
  • Exceptional verbal communication skills.

Generating marketing qualified leads.

Maintain and update an accurate log of activity in the CRM system.

Help refine marketing communications by providing summarized findings from client interaction.

Day shift only (9.30am to 6.30pm)

Capital Markets/Banking

1 – 10 years Desired Profile

  • CA/CFA/Charter Holder/MBA from a reputed institute.
  • Sound knowledge of relevant concepts associated with buy – side equity research, such as financial analysis, economics, business, etc.
  • Awareness about accounting standards and the ability to differentiate between aggressive and conservative accounting practices.
  • Should be proficient in ratio analysis and comprehending financial statements to make necessary analytical adjustments.
  • Familiarity with financial databases like Bloomberg and Capitaline databases would be a plus.

Job Description

Understanding business drivers and identifying investment opportunities.

Monitoring existing investments and updating models and reports based on the results and other material events.

Must update themselves by reading annual reports and all relevant literature to gain an in – depth understanding of businesses. 1800 – 102 – 6975

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Expected salary:

Location: Pune, Maharashtra

Job date: Thu, 20 Aug 2020 07:28:17 GMT

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