Equity Investment Advisor B2B & Corporate Wealth

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. Strong 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. .