Equity Relationship Manager

Key Responsibilities :

• Must have a passion for Equities, having worked extensively with UHNI clients in advising portfolios.
• Must have strong client relationships built over the years.
• Primary business Listed Equities-based brokerage. Work with the Research, Technical & product team to take to market the recommendations.
• To work in sync with the Dealing team to execute the trades.
• Other areas to focus on - Distribution of wealth products & earn commissions
• Responsible for overall business and P&L for Private Client Group (can be mutually worked upon)
• Set & Meet revenue targets at the product level and ensure to meet targets set throughout the year.
• Should be proficient with knowledge of capital markets as well as third-party products such as AIF, MF, PMS, Insurance etc. (mechanics, commercial structures, etc.)
• Holding strong exposure in Wealth and Equity Markets
• Handle trading and maintaining relationships with new & existing clients,
• Advising clients on their equity portfolio for long-term investments, as well as positional trading ideas in stocks for the short / medium term tips, and market-related information
• Advising the clients to invest in the right investment scheme, depending upon their future needs and returns.
• Review customer needs and asset allocation, proactively engage with the customer to validate the understanding of the needs.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firms reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Educational and professional qualifications :

Skills Required

advising clients