Kumail Sayed
Finance | Equity | Financial Advisor |
- Role
- Associate at equentis
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Kumail Sayed
As always keen to be a part of finance currently working as a Wealth counsellor to have a…
Experience
Associate
Aug 2025 — Present · Mumbai, IN
As part of the Equities Sales team, the role involves promoting and selling equity-related products to institutional and/or retail clients. The candidate is expected to maintain strong client relationships, provide market insights, and facilitate execution of equity transactions. This role bridges the gap between the research, trading, and client teams, with a strong emphasis on revenue generation and client servicing.Key Responsibilities:Build and manage relationships with institutional investors, HNIs, and retail clients.Pitch equity ideas and investment strategies based on market research and analysis.Collaborate closely with the research team to deliver actionable insights and recommendations to clients.Execute equity trades on behalf of clients and ensure smooth end-to-end transaction handling.Track equity market trends, company performance, and macroeconomic factors affecting equities.Prepare and deliver investment presentations, reports, and market commentary.Achieve revenue and sales targets through proactive client engagement.Stay updated with regulatory changes and compliance requirements related to equity products.
Education
The WallStreet School
Financial modelling and Valuation
2024 — 2024
Lala Lajpatrai Institute Of Management
Bachelor of Commerce - BCom
2021 — 2022
Seventh Day Adventist Higher Secondary School
Ssc
2006 — 2016
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