Equity Advisor – NRI Client Group - ICICI Securities - Mumbai, Maharashtra
(2026-05)
Management Trainee role covering NRI investors across GCC with equity research and investment recommendations.
- Covered 300+ NRI investors across GCC, providing equity research and investment recommendations.
- Coordinated with trading, operations, and compliance teams to ensure timely trade execution, settlements, and issue resolution.
- Supported client onboarding, KYC, documentation, and regulatory compliance for NRI accounts.
- Reviewed research reports, market trends, and company updates to support investment recommendations.
- Assisted clients with NRE/NRO accounts, fund transfers, and investment-related queries, ensuring a smooth onboarding experience.
- Advised clients on equity investments, mutual funds, ETFs, SIPs, and portfolio diversification based on their financial goals and risk profile.
- Collaborated with operations and teams to facilitate efficient trade execution and client servicing.
- Supported onboarding and compliance for Non-GCC NRI accounts to ensure regulatory alignment with research-driven recommendations.
Equity Research – Intern - Wealth Fincare - Mumbai, Maharashtra
(2025-02 - 2025-05)
- Conducted fundamental analysis of the pharma sector to assess market and financial risks.
- Assisted in preparing short research notes and summaries.
- Tracked stock price movements and company announcements.
- Tracked intraday and end-of-day (EOD) market data using Microsoft Excel to identify price trends, trading patterns, and investment opportunities.
- Analyzed key financial ratios, valuation metrics, and sector-specific indicators to support investment recommendations.
