Equity Relationship Manager

3 weeks ago


Mumbai Maharashtra India, Maharashtra InCred Capital Full time

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



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