Equity Relationship Manager
1 day ago
InCred is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. InCred Group has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities Research & Broking and Wholesale Debt Market. At present InCred Wealth has international presence in Dubai, London and Singapore. We are members of BSE & NSE and DP of CDSL. We are growing our footprint aggressively and hence looking for Equity RMs for our PCG / Ultra HNI segment who want to be part of this growth story. Responsibilities Dialogue with our clients to understand their business objectives and challenges The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements. Ability to advice clients on their investments based on analysis of facts in consultation with equity research team and managing their overall financial portfolio and deepening the wallet from existing clients. Track the above set of clientele in the market for new client acquisition. To read, research and update themselves on available investment opportunities in the market. Ability to cross sell other financial products showcased by the wealth team Financial Acumen, analytical thinking with an aptitude for relationship management Qualifications Minimum 4 years' of client relationship experience B.com, MBA, CA, CFA Strong communication and interpersonal skills
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Equity Relationship Manager
16 hours ago
Mumbai, India InCred Capital Full timeInCred is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. InCred Group has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities Research & Broking and Wholesale Debt Market. At present InCred Wealth has...
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Equity Relationship Manager
13 hours ago
Mumbai, India InCred Capital Full timeInCred is a new age and fast-growing broking and wealth management firm, with a vision to be a leading platform for HNIs & UHNIs. InCred Group has businesses across lending, Wealth Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities Research & Broking and Wholesale Debt Market. At present InCred Wealth has...
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Equity Relationship Manager
2 weeks ago
Mumbai, India Finnovate Full time1. Client Relationship Management · Build, nurture, and maintain long-term relationships with clients. · Understand clients’ financial needs, risk profiles, and investment objectives to provide customized equity solutions. 2. Advisory & Portfolio Management · Provide clients with research-backed investment advice in equities,...
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Equity Relationship Manager
3 days ago
Mumbai, Maharashtra, India Finnovate Financial Services Full time ₹ 5,00,000 - ₹ 8,00,000 per yearJob Title:Equity Relationship ManagerJob Role:The Equity Relationship Manager will be responsible for managing relationships with high-net-worth individuals (HNIs) and retail clients, advising them on equity investments, and ensuring their portfolios are aligned with their financial goals. The role involves client acquisition, portfolio management, and...
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Equity Relationship Manager
1 day ago
Mumbai, India InCred Capital Full timeInCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...
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Equity Relationship Manager
1 day ago
Mumbai, India InCred Capital Full timeInCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...
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Equity Relationship Manager
20 hours ago
Mumbai, India InCred Capital Full timeInCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...
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Equity Relationship Manager
16 hours ago
mumbai, India InCred Capital Full timeInCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...
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Equity Relationship Manager
11 hours ago
Mumbai, India InCred Capital Full timeInCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...
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Equity Relationship Manager
1 day ago
Mumbai, India InCred Capital Full timeInCred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. InCred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...
