Equity Relationship Manager

4 weeks ago

Mumbai, India Finnovate Full time

1. 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, derivatives, and other market-linked products.

·  Regularly review client portfolios and recommend rebalancing strategies to maximize returns and manage risks.

·  Stay updated with market trends, company reports, and global economic indicators to provide timely advice.

3. Client Acquisition & Business Development

·  Identify and acquire new clients through referrals, networking, and leads.

·  Work towards achieving sales and revenue targets for equity products and services.

·  Conduct client meetings, presentations, and investment awareness sessions.

4. Compliance & Risk Management

·  Ensure all client transactions and advisory activities comply with SEBI guidelines and internal policies.

·  Maintain accurate documentation and records of client interactions and investment recommendations.

·  Monitor and mitigate potential risks associated with client portfolios



Requirements

·  Graduate/Postgraduate in Finance, Economics, Business, or related field.

·  NISM certifications (Equity Derivatives, Research Analyst) – Mandatory.

·  4 – 7 years of experience in equity dealing, wealth management, or relationship management.

·  Strong knowledge of equity markets and investment products.

·  Excellent communication, client-handling, and analytical skills.

·  Research exp of 5 years

·  Demonstrated stakeholder management skills esp of HN worth clientele.

Portfolio management exp of atleast 5 years



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