Equity Advisor

About the Company

InCred Group is a diversified financial service conglomerate with businesses

across Retail Lending, Wealth Management, Asset Management, Investment Banking and Institutional Equities, Research & Broking.

About the Role

The Equity Analyst will be responsible for client-facing activities, focusing on building and managing equity client relationships while offering the NDPMs Proposition.

Responsibilities

Offering Equity NDPMs Proposition

- Active Equity Client relationship building & management. - Working with RMs to garner AUM for Direct Equity Stock Strategy. - Demonstrate Equity knowledge and capabilities to prospects for acquiring new clients.

Portfolio Management

- Manage Equity Stock Portfolio for NDPM clients. - Regular client interaction on portfolios, market update and new ideas. - Independently present stock ideas, rationale to make changes in portfolio and market outlook to clients. - Conducting portfolio reviews on a regular basis to manage portfolio as per investment mandate, timely rebalancing / repositioning. - Generate portfolio outperformance. - Adhere to defined investment policy framework, portfolio construct guidelines and benchmark for the portfolio. - Manage client relationship and meet their expectations/requirements.

Internal Outlook and Ideas Knowledge

- Keeping oneself updated on InCred market view, Stock Ideas, etc. - Regular meeting with Research Analysts, Advisors, Institutional Equity team to get inputs on various stock ideas and market outlook. - Attend research calls to gather information and prepare oneself for client discussions.

Compliance/Internal Controls

- Ensure compliance of internal policy / applicable regulations. - Ensure record keeping of all client interactions and advise. - Ensure adherence to investment universe and policy of the desk. - Ensure updated investment rationale notes available for client NDPM holdings. - Portfolio Manager Certifications.