• Research, complies, analyze, interprets & prepare data on companies sectors and Economic
• Prepare fundamental views on respective companies and industries that is comprise estimates of
popular metrics like revenues, EPS,PE etc.
• Review and analyse economic data to prepare reports detailing results of performed research.
Identify economic indicators in respect of trends of national and local economy.
• Assess economy impact on respective sectors and companies and make projection on company
• Extensively using financial database like C – line for preparing various company reports , sector
reports, Thematic reports etc.
• To generate momentum calls, weekly calls and positional calls.
• To identify and formulate investment ideas and recommendations to clients.
• To handle client’s portfolio.
• Assisting analyst in publishing calls.
• Reviewing client portfolio every quarter.
• Generating momentum calls, intraday calls, positional calls in equity and currency on the basis of
technical tools and indicators.
• Identifying and formulating investment ideas and recommendations to clients on securities and
• Preparing research reports like daily, weekly, monthly on equity and currency.
• Preparing articles and columns for media publications.
• Providing support to benches and franchises.
• Responding to the queries from firms and clients regarding industry groups and individual
• Taking conference calls of all branches and franchises before market.
• Giving presentations and training to clients and colleagues on routine basis.
• Reviewing and monitoring clients financial progress and status regularly.