Equity Relationship Manager

3 weeks ago


New Delhi, India InCred Capital Full time

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 forEquity RMsfor ourPCG / Ultra HNIsegment who want to be part of this growth story.ResponsibilitiesDialogue 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 managementQualificationsMinimum 4 years' of client relationship experience B.com, MBA, CA, CFA Strong communication and interpersonal skills



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