Equity Relationship Manager

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

3. Client Acquisition & Business Development

4. Compliance & Risk Management

Requirements

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