Equity Relationship Manager

7 days ago

Mumbai Metropolitan Region, India Finnovate Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Job Description

  • 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.
  • 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.
  • 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.
  • 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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