Equity Relationship Manager

Job Responsibilities:Will be responsible for HNI client acquisition, equity advisory and dealing. Achieve Business Objectives of sales numbers, revenue and product mix. Improve business generation from new and existing clients. Cement existing relationships, develop new ones; strong service attitude. Identify the customer requirement and need gaps and work...

Role & responsibilities Direct Responsibilities Equity sales to all clients of branch with special focus on HNI clients . Revenue generation from equity, commodity & equity products to meet branch overall equity broking targets. Generating Net interest income through Margin trade funding (MTF) as per assigned targets Assest gathering through, Advisory...

Strategic Equity Relationship ExpertWe are seeking a seasoned Strategic Equity Relationship Expert to join our team. As an Equity Relationship Manager, you will be responsible for building and maintaining strong relationships with high net worth individual clients, providing equity advisory services, and driving business growth through new client acquisition...

Equity Relationship Manager Job OverviewThe role of an Equity Relationship Manager involves developing and maintaining strategic relationships with high-net-worth individual clients to provide equity advisory services.The incumbent will be responsible for acquiring new business opportunities, expanding existing ones, and enhancing the overall customer...

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...

Largest Asset mgmt firm is hiring for Wealth Rm Role . Please call // and shareWill be responsible for primarily selling Equity based investment products.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.Responsible for achieving targets as assigned by the organization on a monthly basis.Provide...

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...

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...