Equity Relationship Manager

Key Responsibilities:To activate the non-traded customers who had opened the account with but still not activated the accountTo Re-activate STOP traders who once traded with but now stopped tradingTo provide full demo of the website with research calls, while activating these non-trading and stop trader clients, advisory to keep clients active and increase...

Job Description1. Equity Plan Administration & OperationsManage end-to-end equity lifecycle activities, including granting, vesting, leaver processing, cancellations, and master data maintenance etc .Ensure accurate and timely processing of equity transactions in collaboration with Equatex .Oversee All Employee Share Plan administration, including enrolment,...

Job Description 1. Equity Plan Administration & Operations Manage end-to-end equity lifecycle activities, including granting, vesting, leaver processing, cancellations, and master data maintenance etc . Ensure accurate and timely processing of equity transactions in collaboration with Equatex . Oversee All Employee Share Plan administration, including...

A Geojit Financial Services Relationship Manager (RM) is responsible for client acquisition, portfolio management, and cross-selling financial products like mutual funds, equities, and insurance. Key duties include prospecting for new clients, maintaining communication with existing clients, achieving sales targets, and ensuring growth in Assets Under...

Job DescriptionThe ideal candidate will be responsible for gaining a deep understanding of the clients business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients data. Essentially, you will act as the main point of...

Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf. - Building relationships with the client & educating them about Investments. - Responsible for achieving brokerage. - New Client Acquisition - Executing Trades Orders. - Advising client based on Research report **Job Types**: Full-time, Regular /...

JOB ROLE & Responsibilities:- - Acquiring high value relationships into the HNI Broking vertical (EQUITY). - Managing Large Trader Clients/Big Ticket size Client Acquisition & service. - Managing relationship of super HNI clients, retaining & enhancing advisory relationship - Managing relationships of HNI clients, retaining & enhancing advisory...

JOB ROLE & Responsibilities:- - Acquiring high value relationships into the HNI Broking vertical (EQUITY). - Managing Large Trader Clients/Big Ticket size Client Acquisition & service. - Managing relationship of super HNI clients, retaining & enhancing advisory relationship - Managing relationships of HNI clients, retaining & enhancing advisory...

JOB ROLE & Responsibilities:- - Acquiring high value relationships into the HNI Broking vertical (EQUITY). - Managing Large Trader Clients/Big Ticket size Client Acquisition & service. - Managing relationship of super HNI clients, retaining & enhancing advisory relationship - Managing relationships of HNI clients, retaining & enhancing advisory...

JOB ROLE & Responsibilities:- - Acquiring high value relationships into the HNI Broking vertical (EQUITY). - Managing Large Trader Clients/Big Ticket size Client Acquisition & service. - Managing relationship of super HNI clients, retaining & enhancing advisory relationship - Managing relationships of HNI clients, retaining & enhancing advisory...