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Equity Investment Advisor B & Corporate Wealth (Chennai)

Credicus Business Services · Chennai

📅 11/08/2026
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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. - Robust 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. .
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