Key Responsibilities
Analyze equity markets, sectors, companies, and market trends.
Conduct fundamental and/or technical analysis of stocks.
Prepare investment research reports and market updates.
Provide investment-related guidance based on clients’ objectives and risk profiles.
Track portfolios and communicate relevant market developments.
Explain investment risks, opportunities, and strategies clearly to clients.
Maintain accurate research, client, and advisory records.
Follow applicable SEBI regulations, compliance requirements, and internal policies.
Required Skills
Strong knowledge of Indian equity markets, NSE/BSE, mutual funds and financial products.
Fundamental and technical analysis skills.
Good understanding of risk management and portfolio concepts.
Strong communication and client-handling skills.
Proficiency in Excel and financial/research platforms.
Ability to interpret financial statements and market data.