Equity Relationship Manager
3 weeks ago
InCred 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 presence in Dubai, London and Singapore. We are members of BSE & NSE and DP of CDSL. We aregrowing our footprint aggressively and hence looking for Equity RMs for our PCG / Ultra HNI segment who want to be part of this growth story.ResponsibilitiesDialogue with our clients to understand their business objectives and challengesThe 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 teamFinancial Acumen, analytical thinking with an aptitude for relationship managementQualificationsMinimum 4 years' of client relationship experienceB.com, MBA, CA, CFAStrong communication and interpersonal skills
-
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...
-
Equity Dealer
1 week ago
Mumbai, Maharashtra, India Choice Equity Broking Pvt Ltd Full time ₹ 1,32,000 - ₹ 3,50,000 per yearTrade Execution: Execute buy and sell orders for equities in accordance with client instructions, market conditions, and MIFID II trading regulations. 2. Market Analysis: Analyze market trends and economic indicators to inform trading decisions and provide insightful recommendations to clients. 3. Client Communication: Maintain regular contact with clients...
-
Equity Dealer
3 weeks ago
Mumbai, Maharashtra, India, Maharashtra Green Lane Talent Management Full timeJob Title: Institutional Equities DealerLocation: Mumbai, IndiaJob Summary:We are seeking a skilled Institutional Equities Dealer to join our dynamic team in Mumbai. The ideal candidate will be responsible for executing trades, providing market insights, and delivering exceptional service to our institutional clients. This role requires a deep understanding...
-
Equity Fund Manager
3 weeks ago
Mumbai, Maharashtra, India, Maharashtra ICICIDirect Full timeQualification: MBA/Post GraduateExperience: 15-23 yearsIndustry: Banking \Broking\NBFC\Family officeThe Fund Manager will be responsible for managing and overseeing equity funds. They will conduct in-depth market research and analysis, develop investment strategies, and manage portfolios to achieve financial goals aligned with the fund’s objectives. The...
-
Relationship Manager
24 hours ago
Mumbai, Maharashtra, India InCred Capital Full time ₹ 15,00,000 - ₹ 25,00,000 per yearInCred 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...
-
Equity Dealer
1 day ago
Mumbai, Maharashtra, India Hunarstreet Technologies Full time ₹ 12,00,000 - ₹ 36,00,000 per yearKey Deliverables 1. Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution. 2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. 3. To give your full involvement to support clients to maintain long-term relationship with...
-
Relationship Manager
22 hours ago
Mumbai, Maharashtra, India Apt Resources Full time ₹ 6,00,000 - ₹ 9,00,000 per yearJob Description:Job Title: Relationship Manager CTC Range: 6-9 lakhs pa Positions: MultipleLocation: Across 4 major metrosSAL is looking for a highly motivated and dedicated individual for Relationship Management (RM) role for its Investment Advisory Vertical. We are looking for an individual who is highly networked with HNI clientele and has excellent...
-
Equity Dealer
2 weeks ago
Mumbai, Maharashtra, India AnandRathi Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJob SpecificationsProfile: Equity DealerDesignation: Executive / Sr. ExecutiveLocation: MumbaiReporting To: ManagerPrimary Job Responsibilities1. Equity Dealing and Order ExecutionExecute equity and derivatives trades accurately on behalf of clients within regulatory guidelines.Ensure timely and error-free order placement through trading platforms.Monitor...
-
Equity Dealer
15 hours ago
Mumbai, Maharashtra, India acme-services Full time ₹ 5,00,000 - ₹ 25,00,000 per yearEquity Dealer Job Description:We are seeking a qualified Equity Dealer to join our team. The ideal candidate will be responsible for generating brokerage by assisting clients with their equity portfolios. You will need to keep up-to-date with market knowledge and ensure compliance and risk measures are met. You will maintain and build long-term relationships...
-
Institutional Equity Sales
2 weeks ago
Mumbai, Maharashtra, India Idbi Capital Full time ₹ 8,00,000 - ₹ 24,00,000 per yearIDBI CAPITAL MARKETS & SECURITIES LTD.Email CV to along with your Current Fixed CTC Rs. p.a. and Expected CTC Rs. P.a.; Notice Period Required.JOB DESCRIPTION ORGANISATION DESIGNATION IDBI Capital Markets and Securities Limited Manager Institutional Equities Sales 2 NO. OF VACANIES REPORTING TO VICE PRESIDENT INSTITUTIONAL EQUITIES (Sales & Dealing) ...