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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.
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