Equity Relationship Manager
2 weeks ago
Job DescriptionClient Relationship ManagementBuild, nurture, and maintain long-term relationships with clients.Understand clients' financial needs, risk profiles, and investment objectives to provide customized equity solutions.Advisory & Portfolio ManagementProvide 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 DevelopmentIdentify 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 ManagementEnsure 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 portfoliosRequirementsGraduate/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 yearsDemonstrated stakeholder management skills esp of HN worth clientele.Portfolio management exp of atleast 5 yearscheck(event) ; career-website-detail-template-2 => ,meta)" mousedown="lyte-button => check(event)" final- final-class="lyte-button lyteBackgroundColorBtn lyteSuccess" lyte-rendered="">
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Equity Relationship Manager
4 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...
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Senior Equity Manager
4 days ago
Mumbai Metropolitan Region, India Finnovate Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJob DescriptionJob Title:Equity Relationship ManagerJob RoleThe 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...
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Institutional Equity Sales
1 week ago
Mumbai Metropolitan Region, India ULJK Financial Service Limited Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for an Institutional Equity Sales professional, located in the Mumbai Metropolitan Region. The Institutional Equity Sales professional will be responsible for managing and growing relationships with institutional investors. Day-to-day tasks include providing...
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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 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...
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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 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...
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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 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...
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Equity Relationship Manager
7 days 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...
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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 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...
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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 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...
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Equity relationship manager
1 week 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...
