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Equity Relationship Manager

Equity Relationship Manager

FinnovateMumbai, MH, in
18 days ago
Job type
  • Quick Apply
Job description

Job Description

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.

2. 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.

    • 3. 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.

    • 4. 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

    • Requirements

  • 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

    Requirements

    Rapport-Building : AbilityComfort level during call, small talk ability, warmth in tone Energy Level : Enthusiasm, extroverted personality, positive attitude Listening Skills : Ability to understand questions, respond thoughtfully Relevant Experience : Telesales / tele calling / client interaction experience CRM Tool : ComfortBasic familiarity with CRM or Google Sheets Follow-Up : Knows importance of follow-ups and reminders Availability & Flexibility : Ready to work as per required hours and targets Interest in Financial ServicesBasic interest / curiosity about the role / industry Overall Fit for Finnovate CultureCoachable, receptive to feedback, polite, driven

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