Talent.com
This job offer is not available in your country.
▷ [Immediate Start] Equity Relationship Manager

▷ [Immediate Start] Equity Relationship Manager

InCred CapitalIndia
5 hours ago
Job description

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

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

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

Research & Broking and Wholesale Debt Market. At present InCred 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
  • Create a job alert for this search

    Relationship Manager • India

    Related jobs
    • Promoted
    Equity Dealer (Buy side)

    Equity Dealer (Buy side)

    Saplings HRIndia
    About the company - The opening is with an is an equity-focused investment firm with deep domain expertise.The firm manages equity assets across PMS, AIF, and Advisory channels, including offshore ...Show moreLast updated: 15 days ago
    • Promoted
    • New!
    Senior Portfolio Relationship Manager - SME BWC

    Senior Portfolio Relationship Manager - SME BWC

    Standard Chartered BankIndia
    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly....Show moreLast updated: 14 hours ago
    • Promoted
    • New!
    Relationship Manager - SME Liabilities

    Relationship Manager - SME Liabilities

    Standard Chartered BankIndia
    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly....Show moreLast updated: 14 hours ago
    • Promoted
    Equity Dealer

    Equity Dealer

    Generali Central Life InsuranceIndia
    Job Location- Mumbai (Vikhroli).Person will be primarily responsible for equity dealing - i.He / she will also be responsible for timely closure of all the deals in the system.The role of an dealer...Show moreLast updated: 30+ days ago
    • Promoted
    Actuarial Life Pricing

    Actuarial Life Pricing

    EliteRecruitmentsNagpur, IN
    Ideal for professionals with hands-on experience in individual life product pricing, model development, and IRDAI filing. Conduct feasibility studies for.Collaborate with cross-functional teams incl...Show moreLast updated: 26 days ago
    • Promoted
    Preferred Relationship Manager

    Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdNagpur, Maharashtra, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager - MSME - Working Capital

    Relationship Manager - MSME - Working Capital

    B2NNagpur, India
    Key Responsibilities - Drive business growth by achieving targets for Retail Asset Products MSME loans, working capital funding, and business loans.Identify, acquire...Show moreLast updated: 25 days ago
    • Promoted
    Relationship Manager - Wealth

    Relationship Manager - Wealth

    The Premier Consultants ( Recruitment Company )India
    Role : Relationship Manager - Wealth.Mining, identifying, and acquiring leads of family Offices, Wealth Managers, Private Equity and Investment Advisors as well as generating leads from service pro...Show moreLast updated: 3 days ago
    • Promoted
    ▷ Immediate Start! Relationship Manager

    ▷ Immediate Start! Relationship Manager

    Discoveries QuintessentialIndia
    Opportunity for On-Ground Champions.Position : Field Sales Executive – Educational Products.We’re a young and dynamic organization passionate about reimagining learning through creativity.Our innova...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager - Mutual Funds Investment Services (3 Days Left)

    Relationship Manager - Mutual Funds Investment Services (3 Days Left)

    Wealth Premier FinservIndia
    Title – Relationship Manager – Mutual Fund Investment Services.Qualification Required– Graduates & NISM VA or CFP.Existing Customers – Relationships Mapped. Responsible for managing relationships wi...Show moreLast updated: 6 days ago
    • Promoted
    Equity Dealer

    Equity Dealer

    Anand Rathi Share and Stock Brokers LtdIndia
    Manager Primary Job Responsibilities 1.Equity Dealing and Order Execution Execute equity and derivatives trades accurately on behalf of clients within regulatory guidelines.Ensure timely and error-...Show moreLast updated: 30+ days ago
    • Promoted
    Business Development Manager - FX & CFD

    Business Development Manager - FX & CFD

    Doo PrimeNagpur, IN
    CFD trading across global markets.With operational hubs in Dallas, London, Sydney, Singapore, Hong Kong, and Dubai, we combine advanced technology with deep industry expertise to deliver a seamless...Show moreLast updated: 6 days ago
    • Promoted
    • New!
    ▷ Apply in 3 Minutes : Preferred Relationship Manager

    ▷ Apply in 3 Minutes : Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdNagpur, Maharashtra, India
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 3 hours ago
    • Promoted
    • New!
    Relationship Manager,Priority

    Relationship Manager,Priority

    Standard Chartered BankIndia
    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly....Show moreLast updated: 14 hours ago
    • Promoted
    Only 24h Left : Preferred Relationship Manager

    Only 24h Left : Preferred Relationship Manager

    Anand Rathi Share and Stock Brokers LtdIndia
    The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. S) He would be responsible for acquiring High Net Worth relationshi...Show moreLast updated: 30+ days ago
    • Promoted
    Equity Relationship Manager

    Equity Relationship Manager

    InCred CapitalIndia
    InCred is a new age and fast-growing broking and wealth management firm, with a vision to be.InCred Group has businesses across lending, Wealth. Management, Asset Management, Investment Banking, Ins...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Relationship Manager - Fintech - SME Liabilities

    Relationship Manager - Fintech - SME Liabilities

    Standard Chartered BankIndia
    This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly....Show moreLast updated: 14 hours ago
    • Promoted
    Relationship Manager - Mutual Funds Investment Services

    Relationship Manager - Mutual Funds Investment Services

    Wealth Premier FinservIndia
    Title – Relationship Manager – Mutual Fund Investment Services.Qualification Required– Graduates & NISM VA or CFP.Existing Customers – Relationships Mapped. Responsible for managing relationships wi...Show moreLast updated: 13 days ago