Experience
5 - 10 yrs
Job Location
Mumbai, India
Vacancy
1
Designation
Equity Relationship Manager
Job Type
ONSITE
Job Description
- Build and maintain strong relationships with HNIs and retail investors.
- Understand client 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 and recommend rebalancing strategies to manage risks and improve portfolio performance.
- Engage clients through regular updates, market insights, and educational sessions to build trust and loyalty, providing 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, monitoring team performance, providing coaching, and fostering a collaborative and high-performing work culture while ensuring the team adheres to compliance standards, client servicing guidelines, and company policies.
Job Requirements
- Graduate/Postgraduate in Finance, Economics, Business, or a related field.
- NISM certifications (Research Analyst & Research Derivatives) (XA-XB) are mandatory.
- Possess strong knowledge of equity markets and investment products.
- Demonstrate excellent communication, client-handling, and analytical skills.
- Have research and portfolio management experience.
- Demonstrated stakeholder management skills, especially with HNIs, are essential.
- Minimum 5 years of experience in equity dealing, wealth management, or relationship management is required.