The Role
Supports product due diligence, onboarding, monitoring, and evaluation. Analyzes data and portfolios to produce reports that guide sales and management decisions. Assists with product-related sales queries, client portfolio analysis, sales incentive campaigns, product one-pagers, presentations, secondary research, and research notes.
Summary Generated by Built In
Candidate shall be responsible for:
• To assist with due diligence and onboarding of new products
• To assist with continuous monitoring and evaluation of existing product
recommendations
• To assist sales team with product related queries
• To analyse and data mine to generate relevant reports and outputs to assist the
sales team as well as management team with business decisions.
• To assist sales team with portfolio analysis for existing & prospective large clients.
• To assist with conceptualization, launch and track of R&R campaigns for sales team
in line with the Business requirements.
• To prepare product one pagers and sales focused presentations to enable sales
team to garner business.
• To conduct secondary research and assist with preparation of research notes and
presentations for the sales team
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The Company
What We Do
Equirus is a trusted investment banking and financial advisory firm providing services in initial public offerings, mergers and acquisitions, and equity capital markets. Founded in 2007 and headquartered in Mumbai, India, Equirus Capital operates as an independent, full-service investment banking firm. Its mission emphasizes building trust and delivering performance through strategic transaction and capital-raising advice for clients across its advisory activities.
