Job Description

Key Highlights:

• 3 decades of experience in Financial Markets
• SEBI registered Category I Merchant Banker
• Association & Membership of NSE, BSE, BSE WDM, MCX, NCDEX, MCX-SX, CDSL
• Access to Majority International Exchanges
• Pan India Presence (Headquartered in Ahmedabad and Branch Offices in 8 Cities)
• Team of 250+ professionals (CA, CFA, CS, Financial Experts) and senior management with

20+ years of experience

• Associated with All Major Institutional Investors including Mutual Funds, Banks, Insurance

Companies, NBFCs and Others

• Serving 750+ Major Corporates, Family Offices, and 1000+ Retirement Funds & Pension Funds

Across the Nation

• Active Participant in the Secondary Market
• One of India's top Bond & Fixed Income Securities Retailer through portal

Job Summary:
The Equity Head will be responsible for overseeing the equity trading, investment strategies,
and portfolio management for the organization. The role involves leading the research team,
making high-level investment decisions, managing client portfolios, and ensuring compliance
with regulatory guidelines.
Key Responsibilities:
Strategic Leadership

• Develop and implement the overall equity investment strategy.
• Identify market trends, new investment opportunities, and risk management strategies.

• Ensure alignment with the organization's financial goals and objectives.

Portfolio & Investment Management

• Oversee equity trading and portfolio management for clients and the firm.
• Develop customized investment solutions based on market research and analysis.
• Ensure optimal asset allocation and risk-adjusted returns.

Research & Analysis

• Lead a team of analysts to conduct fundamental and technical research.
• Keep up to date with market trends, economic reports, and financial news.
• Provide investment recommendations based on in-depth market analysis.

Client & Stakeholder Management

• Work closely with HNIs, institutional clients, and key stakeholders to manage

investments.

• Provide advisory services, performance updates, and investment insights.
• Ensure high levels of client satisfaction and relationship management.

Regulatory & Compliance

• Ensure compliance with SEBI and other regulatory authorities.
• Stay updated on market regulations, exchange rules, and company policies.
• Implement risk management and governance best practices.

Team Leadership & Development

• Build and mentor a high-performing equity research and trading team.
• Conduct training sessions to enhance team knowledge and market expertise.
• Encourage innovation and a data-driven investment approach.

Key Requirements:

• Education: MBA (Finance) / CFA / CA or equivalent qualification.
• Experience: 8-15 years of experience in equity markets, broking, or investment

management.

• Skills:

o Strong knowledge of equity markets, investment strategies, and financial
modelling.
o Expertise in portfolio management, risk analysis, and asset allocation.
o Strong leadership, decision-making, and client relationship skills.
o Proficiency in Bloomberg, Reuters, and other market research tools.