Equity relationship manager

In Cred is a new age and fast-growing broking and wealth management firm, with a vision to be

a leading platform for HNIs & UHNIs. In Cred Group has businesses across lending, Wealth

Management, Asset Management, Investment Banking, Institutional & Non-Institutional Equities

Research & Broking and Wholesale Debt Market. At present In Cred Wealth has international presence in Dubai, London and Singapore. We are members of BSE & NSE and DP of CDSL. We are

growing our footprint aggressively and hence looking for Equity RMs for our PCG / Ultra HNI segment who want to be part of this growth story.

Responsibilities

Dialogue with our clients to understand their business objectives and challenges

The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements.

Ability to advice clients on their investments based on analysis of facts in consultation with equity research team and managing their overall financial portfolio and deepening the wallet from existing clients.

Track the above set of clientele in the market for new client acquisition.

To read, research and update themselves on available investment opportunities in the market.

Ability to cross sell other financial products showcased by the wealth team

Financial Acumen, analytical thinking with an aptitude for relationship management

Qualifications

Minimum 4 years' of client relationship experience

B.com, MBA, CA, CFA

Strong communication and interpersonal skills