Senior Equity Manager

Job Description

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 :

• Build and maintain strong relationships with clients, including HNIs and retail investors.
• Understand clients’ financial needs and provide research-backed equity and derivatives advisory.
• Regularly review and optimize client portfolios to maximize returns and manage risks.
• Identify new business opportunities and work towards achieving sales and revenue targets.
• Stay updated on market trends, company reports, and economic developments.
• Ensure all transactions comply with SEBI guidelines and internal policies.
• Conduct periodic portfolio reviews with clients to ensure alignment with their financial goals.
• Recommend re-balancing strategies to manage risks and improve portfolio performance.
• Engage clients through regular updates, market insights, and educational sessions to build trust and loyalty.
• Provide investment recommendations and market insights based on global developments, including US markets, to help clients make informed decisions.
• Lead, mentor, and guide a team of junior relationship managers or advisors to achieve collective business goals.
• Monitor team performance, provide coaching, and foster a collaborative and high-performing work culture.
• Ensure the team adheres to compliance standards, client servicing guidelines, and company policies.

Qualification & Skills :

Benefits on being a part of Finnovate :

ü  Health Insurance : Coverage including options for dependents.

ü  Paid Time off : Vacation days and holidays, allowing employees to take time off while still receiving pay.

ü  Parental Leave : Paid time off for new parents, including maternity, paternity, and adoption leave.

ü  Professional Development : Opportunities for training, workshops, conferences to support employees' career growth.

ü  Recognition and Incentives : Performance-based variable pay or recognition programs to reward employees for their contributions.

ü  Company Events and Celebrations : Company outings, team- building activities for bonding between team members

ü  Employee Recognition Programs : Awards, incentives, or bonuses for outstanding performance or tenure.

ü  Employee Referral Programs : Bonuses or incentives for referring qualified candidates who are hired by the company.

Working Days

Monday to Friday

(Alternative Saturday’s are Working )

Working Time

8.30am to 5.30pm

9.30 am to 6.30pm

(Employees working on Sundays are eligible for 1 comp off)

Requirements

MS-Excel