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Equity Relationship Manager

4 weeks ago

Andheri, India FINNOVATE Financial Services Full time

Job Title:

Equity Relationship Manager

Job 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 providing market insights to drive revenue growth and client satisfaction.

Reporting To:

Head of Department /CEO

About Finnovate:

Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.

Location:

Mumbai - Andheri

Employment Type:

Full time

Key Responsibilities:

  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.

  1. 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.

  1. 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.

  1. 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

Qualification & Skills:

· 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

Job Type: Full-time

Pay: ₹700, ₹950,000.00 per year

Benefits:

  • Health insurance

Work Location: In person