Equity Relationship Manager

3 days ago


Andheri, Maharashtra, India FINNOVATE Financial Services Full time ₹ 7,00,000 - ₹ 9,50,000 per year

Job Title:

Equity Relationship Manager

Job 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 providing market insights to drive revenue growth and client satisfaction.

Reporting To:

Head of Department /CEO

About Finnovate:

Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.

Location:

Mumbai - Andheri

Employment Type:

Full time

Key Responsibilities:

  1. 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.

  1. 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.

  1. 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.

  1. 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

Qualification & Skills:

· 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

Job Type: Full-time

Pay: ₹700, ₹950,000.00 per year

Benefits:

  • Health insurance

Work Location: In person



  • Andheri, Maharashtra, India InvestOnline Full time ₹ 5,00,000 - ₹ 8,35,000 per year

    Job description:Key Responsibilities:Client Relationship Management:Build and maintain strong, long-term relationships with clients (individual investors, HNWIs, institutions).Understand clients' financial goals, risk tolerance, and investment preferences.Provide personalized investment advice and recommend appropriate mutual fund schemes (equity, debt,...


  • Andheri East, Maharashtra, India Quantsapp Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Calling and advising clients on markets and movements and the research calls generated on Quantsapp TV and also past calls which have done good for others clients. Basically client engagement maintaining rapport and relationship for their trading related activity through Quantsapp Responsibilities:Client Acquisition & Management:Identify and pursue new...


  • Andheri, Maharashtra, India Ritikaawood Enterprises Pvt. Full time ₹ 28,80,000 - ₹ 38,40,000 per year

    We are looking for Parent Relationship Managers to reach out to parents who have enquired about the program.~ Responsibilities and Duties:Counsel parents by explaining the concept of the program.Provide them details about the suitable batch options for their child.Calling parents from a given database. No cold calling.Strong follow ups with interested...


  • Andheri, Maharashtra, India DBS Bank Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Business FunctionAs the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI),...


  • Andheri, Maharashtra, India Adlers Den Full time ₹ 1,80,000 - ₹ 2,40,000 per year

    Job Role: Client Servicing ExecutiveJob Location: Andheri westExperience: 0-1 YearInterested candidate can share their resume on WhatsApp Key Responsibilities:Assist in managing client accounts and maintaining positive relationships.Coordinate with internal teams (design, marketing, sales, etc.) to fulfil client requirements.Address client queries and ensure...

  • Store Manager

    5 days ago


    Andheri, Maharashtra, India GEETHA TECHNOLOGY SOLUTIONS PRIVATE LIMITED Full time US$ 50,000 - US$ 1,00,000 per year

    Roles & responsibilityMaintaining the storeMaintaining the ambience & products at the storeManaging customer relationship & attritionManaging customer relationship & retainer ship modelsPromoting schemes & offersManaging all leads generated thru goggle, e commerceManaging production, billing & logistics of e commerce businessHanding over e commerce sold...


  • Andheri, Maharashtra, India IQ-EQ Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job Description Responsibilities The Director – Fund Accounting and Operations is responsible to build and sustain a premium organization capable of delivering services in a high-volume, client centred environment where higher level of service requires developing/maintaining process excellence. The Director – Fund Accounting is a...


  • Andheri East, Maharashtra, India iArrow Advisor private Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    We are a fast-growing IPO Advisory and Merchant Banking firm, specializing in helping companies raise capital through public markets. Our team consists of seasoned professionals with extensive experience in equity capital markets, IPO support, and corporate advisory. We are seeking a Business Development professional with a strong background in merchant...


  • Andheri, Maharashtra, India beBeeProject Full time ₹ 6,00,000 - ₹ 15,00,000

    Job Overview:To excel as an Event Manager, you will be responsible for planning, coordinating and executing various events and projects.Key responsibilities include creating presentations to clients, maintaining strategic relationships with clients and developing business ideas to improve service delivery.You will also be responsible for collaborating with...

  • Transport Manager

    5 days ago


    Andheri, Maharashtra, India Blue Blood Breweries & Food Pvt Ltd Full time ₹ 7,20,000 - ₹ 9,60,000 per year

    Overview:We are seeking a dynamic and results-driven Transport Manager to lead Sales & Marketing efforts in the Full Truck Load (FTL) logistics sector. This role is centered on revenue generation, client acquisition, and market expansion. You will be responsible for developing and executing sales strategies, managing client relationships, and working closely...