Equity Relationship Manager

22 hours ago

Delhi, Delhi, India MKA Investment Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Job Description:

We are looking for a passionate and dynamic Equity Advisor / Investment Specialist to join our growing team at Angel One Master Franchise. The ideal candidate should be well-versed in financial markets and have a strong focus on revenue generation, client relationship management, and investment advisory.

Key Responsibilities:

  • Generate revenue through client portfolio advisory in equity, derivatives, and other financial instruments.
  • Develop and maintain long-term relationships with clients to ensure retention and growth.
  • Stay updated with the latest market trends, research reports, and economic developments.
  • Ensure strict adherence to compliance and risk frameworks as per SEBI and company guidelines.
  • Regularly update clients on order status, market opportunities, and portfolio performance.
  • Actively cross-sell third-pa

    rty financial products like Mutual Funds, SIPs, PMS, Insurance, Bonds, FDs, and NCDs.
  • Promote Angel Ones research calls to drive trading frequency and volume.
  • Maintain a high activation ratio and ensure maximum number of traded clients.
  • Guide and recommend investment strategies tailored to client needs and risk appetite.
  • Handle HNI clients and provide personalized wealth management solutions.
  • Achieve monthly and quarterly revenue targets (minimum 5X of CTC).
  • Drive online demat account openings and expand the client base.
  • Conduct investment awareness and training sessions for clients.
  • Actively seek client referrals to grow the network.
  • Engage in derivative trading strategies to improve client portfolio performance and revenue.
  • Monitor client exposure limits, address queries, and resolve investment-related issues.

Candidate Requirements:

  • Graduate / Postgraduate in Finance, Commerce, or related fields
  • Minimum 1 year of experience in stock broking / financial advisory / wealth management
  • Strong knowledge of equity markets, mutual funds, derivatives, and wealth products
  • Excellent communication, client handling, and convincing skills
  • NISM certification (preferable)
  • Proficiency in advisory tools, mobile apps, and CRM platforms

Perks & Incentives:

  • Attractive business sharing model
  • Performance-based incentives across KYC, revenue, and product categories
  • Opportunity to work with Delhis award-winning Master Franchise of Angel One
  • Regular training and growth opportunities

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