Equity Relationship Manager
2 weeks ago
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
-
Equity Relationship Manager
3 weeks ago
Mumbai, India InCred Capital Full timeInCred 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...
-
Equity Relationship Manager
1 week ago
Mumbai, India InCred Capital Full timeInCred 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...
-
Equity relationship manager
4 weeks ago
Mumbai, India InCred Capital Full timeIn Cred is a new age and fast-growing broking and wealth management firm, with a vision to bea leading platform for HNIs & UHNIs. In Cred Group has businesses across lending, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present In Cred Wealth has...
-
Equity Relationship Manager
2 weeks ago
mumbai, India InCred Capital Full timeInCred 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...
-
Equity Relationship Manager
4 weeks ago
Mumbai, India InCred Capital Full timeInCred 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, WealthManagement, Asset Management, Investment Banking, Institutional & Non-Institutional EquitiesResearch & Broking and Wholesale Debt Market. At present InCred Wealth has international...
-
Equity Relationship Manager
2 days ago
Mumbai Metropolitan Region, India Finnovate Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob Title:Equity Relationship ManagerJob 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...
-
Equity Relationship Manager
3 weeks ago
Bengaluru, Mumbai, India Pss Global Full timeJob Description Key Responsibilities: - Must have a passion for Equities, having worked extensively with UHNI clients in advising portfolios. - Must have strong client relationships built over the years. - Primary business Listed Equities-based brokerage. Work with the Research, Technical & product team to take to market the recommendations. - To work in...
-
Institutional Equities Relationship Manager
2 days ago
Nariman Point, Mumbai, Maharashtra, India Eureka Stock & Share Broking Services Ltd. Full time ₹ 15,00,000 - ₹ 20,00,000 per yearJob Title: Institutional Equities Relationship ManagerDepartment: Institutional SalesLocation: MumbaiExperience: 3–7 YearsEducation: Graduate/Postgraduate in Finance, Commerce, or MBA (Finance); NISM Certifications preferredSalary-15-20LPA (Per annum)Key Responsibilities:Client Acquisition & Relationship ManagementBuild and manage strong relationships with...
-
Equity Dealer
2 weeks ago
Andheri, Mumbai, Maharashtra, India Choice Equity Broking Pvt Ltd Full time1. Trade Execution: Execute buy and sell orders for equities in accordance with client instructions, market conditions, and MIFID II trading regulations. 2. Market Analysis: Analyse market trends and economic indicators to inform trading decisions and provide insightful recommendations to clients. 3. Client Communication: Maintain regular contact with...
-
Equity Dealer
1 week ago
Andheri, Mumbai, Maharashtra, India Choice Equity Broking Pvt. Ltd Full time1. Trade Execution: Execute buy and sell orders for equities in accordance with client instructions, market conditions, and MIFID II trading regulations. 2. Market Analysis: Analyse market trends and economic indicators to inform trading decisions and provide insightful recommendations to clients. 3. Client Communication: Maintain regular contact with...
