Equity Relationship Manager

Key Responsibilities: • Will be responsible for HNI client acquisition, equity advisory and dealing. • Achieve Business Objectives of sales numbers, revenue and product mix. • Improve business generation from new and existing clients. • Cement existing relationships, develop new ones; strong service attitude. • Identify the customer requirement and...

Job 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...

Job Title: PCG Advisor (Indian Equity Market) – NBFC-Mumbai-PrabhadeviNB: The role demands two skills-Terminal operation and selling of TPP, Only local candidates from Mumbai & Navi Mumbai with local market experience. No relocation is possible.CTC: Up to 22 LPARole Objective:Manage and grow HNI/UHNI client relationships by advising on equities,...

Trade 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...

Job SpecificationsProfile: Equity Dealer Designation: Executive Dealer Location: Mumbai- Goregaon Reports 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...

Role Overview We are looking for a dynamic and driven Institutional Equity Sales professional who thrives in client-facing roles and understands the pulse of institutional investing. You will be responsible for managing and expanding relationships with Mutual Funds and Insurance Companies, delivering insightful research, and driving equity ideas to enhance...

Job 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...

Position: Equity Advisor- Partner AlliancesLocation: MumbaiExperience: Minimum 1-5 years in a similar roleJob Summary:We are seeking a dynamic and results-oriented Equity Advisor to manage and grow partnerships with franchisees, DIGI partners, and remisier networks. The role involves trading on behalf of clients, providing investment recommendations, and...

Qualification: 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...

Job Role - Equity DealerJob Location- Mumbai (Vikhroli)Job purposePerson will be primarily responsible for equity dealing - i.e execute equity trades. He / she will also be responsible for timely closure of all the deals in the system. The role of an dealer is to execute trades on behalf of the company, track market developments closely and inform the team...