Head - Professional Investor Desk - Financial Services

JOB ROLE:

- 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.