20 Equity Markets Jobs

As an Equity Advisor at our company located in Sector 5, Kolkata (WFO), we are looking for a motivated and analytical graduate with a strong interest in the equity markets. The ideal candidate should have at least 1+ years of experience and preferably be a CFA candidate or holder. A background in commerce (B.Com or related fields) is required. You must be willing to complete or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications, with a preference for CFA Level 1 cleared. Your responsibilities will include having a strong interest in the Indian stock market, personal finance, and investment advisory. An analytical mindset, passion for equity research, and the ability to build long-term client relationships are essential. You should be committed to a professional career in equity advisory and have a compliance-driven practice approach. Strong communication skills and proficiency in Excel/PowerPoint are required, with knowledge in Power BI considered a plus. We offer a Joining Bonus for eligible candidates, mentorship by experienced equity professionals and CFA charterholders, support for NISM exam preparation, and a clear pathway toward Research Analyst / Investment Adviser roles. You will have the opportunity to work in a SEBI-compliant investment advisory environment. Requirements: - Education: B.Com, BBA (Finance), or equivalent in commerce/finance. - CFA: Level 1/2 cleared or currently enrolled (preferred). - Certifications: Willing to pursue or currently pursuing NISM Investment Adviser Level 1 & 2 exams. - Strong interest in the Indian stock market, personal finance, and investment advisory. - Analytical mindset with a passion for equity research and long-term client relationships. - Commitment to a professional career in equity advisory and compliance-driven practice. - Strong communication skills and proficiency in Excel/PowerPoint; Power BI is a plus. Job Types: Full-time, Permanent Benefits: - Health insurance - Paid time off - Provident Fund Application Question(s): - Are you Open to take NISM Investment Adviser test - Open to work near Sector 5 Last Salary - Are you NISM Investment Adviser Certified Experience: Equity research: 1 year (Preferred) License/Certification: - CFA LEVEL (Preferred) - NISM CERTIFIED (Preferred) Work Location: In person,

You will play a crucial role in building our institutional business by adding new customers, leading a team, and providing exceptional service through our research ideas, technology, and precise trade execution. Your responsibilities will include executing trades for clients in Equity, Derivatives, and currency Markets, activating and generating revenue from clients, using front-end software (ODIN/ Bloomberg, Algos) proficiently, and being adept at backend Software (STP and Speed) for confirming trades accurately. Periodic updates about research inputs to customers and monitoring client positions will also be part of your key responsibilities. To excel in this role, you should have 2-3 years of experience as a Sales Dealer or in a similar role in broking, AMC, or mutual fund company. Strong interpersonal and communication skills are essential for activating new clients and revenue generation. Proficiency in executing trades across equity, derivatives, and currency markets with accuracy and efficiency is required. Familiarity with front-end trading software like ODIN, Bloomberg, and algorithmic trading platforms is crucial for order placement and management. Additionally, knowledge of backend software systems for Straight-Through Processing (STP) and speed optimization is necessary for confirming trades swiftly and securely. Monitoring client positions and providing periodic updates to clients regarding research inputs, market trends, and investment opportunities to facilitate informed decision-making are also part of the job requirements.,

We are searching for a highly motivated and experienced professional to join our stock broking division as an Assistant Vice President (AVP). The ideal candidate should possess a deep understanding of equity markets, broking operations, client acquisition, and regulatory compliance. Your role will be essential in expanding the client base, enhancing operational efficiency, and ensuring smooth trade execution while supporting business growth initiatives. Your responsibilities will include driving client acquisition strategies to onboard HNIs, retail clients, and achieving monthly targets. You will need to develop and nurture relationships with existing and potential clients to guarantee high retention and satisfaction levels. Additionally, identifying and seizing new business opportunities in the stock broking sector will be a crucial part of your role. As an Assistant Vice President, you will manage and mentor a team of dealers and relationship managers, ensuring they achieve their monthly targets. Setting performance goals and tracking team KPIs to meet business objectives will also fall under your responsibilities. It will be imperative to ensure adherence to SEBI and Exchange regulations and guidelines, overseeing client onboarding, KYC, AML, and other compliance checks. Furthermore, you will coordinate with audit teams to ensure regulatory readiness. This position is full-time and permanent, with a day shift schedule. Performance bonuses and yearly bonuses are part of the compensation package. The ideal candidate should have at least 3 years of experience in a broking firm. The work location is in person. Join us in this challenging and rewarding role to make a significant impact on our stock broking division's growth and success.,

As a Senior Wealth Manager, you will be responsible for guiding high-net-worth individuals and institutional clients in managing and growing their wealth. You will develop personalized financial plans, manage investment portfolios, and provide guidance on tax strategies, risk management, and estate planning. With your expertise in market analysis and a deep understanding of clients" goals, you will offer comprehensive financial advice to optimize wealth growth and achieve long-term financial success. Key Responsibilities: - Managing and growing a client base focused on HNI/UHNI and affluent retail segments. - Driving sales of equities, mutual funds, insurance, and third-party investment products. - Delivering tailored financial advisory services aligned with clients" risk-return objectives. - Meeting and exceeding revenue/sales targets through cross-selling and retention strategies. - Providing portfolio allocation planning and suggesting alternate investment avenues (AIFs, structured products). - Staying current on market trends, regulatory changes, product offerings, and the competitive landscape. - Building long-term relationships and offering high-touch client servicing across offline and digital channels. Ideal Candidate Profile: The ideal candidate will have a strong track record in wealth or investment advisory roles, preferably working with affluent clients. You should possess excellent sales and interpersonal skills with a consultative relationship management approach. A deep understanding of equity markets, mutual funds, insurance, and structured products is essential. Familiarity with wealth management tech platforms and comfort collaborating with digital and operations teams is preferred. High standards of professionalism, discretion, and client confidentiality are expected. Required Skills and Qualifications: - Bachelor's degree in finance, economics, business administration, or a related field. - 6 months to 2 years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments. - Understanding of financial markets, investment products, and wealth management principles. - Proficiency in financial analysis tools, portfolio management software, CRM systems, and the MS Office suite. - Excellent interpersonal skills and the ability to build trust and rapport with clients. - Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset. - Exceptional verbal and written communication skills in explaining complex financial concepts to clients. - Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices. If you meet the qualifications and are interested in this opportunity, please drop your CV at shivangi08052025@gmail.com. Local candidates from Pune are highly preferred, and immediate joining is available.,

A Senior wealth manager is a finance professional who guides high-net-worth individuals and institutional clients in managing and growing their wealth. They develop personalised financial plans, manage investment portfolios and provide guidance on tax strategies, risk management and estate planning.With their expertise in market analysis and a deep understanding of clients' goals, wealth managers offer comprehensive financial advice to optimise wealth growth and achieve long-term financial success. Key Responsibilities: Manage and grow client base focused on HNI/UHNI and affluent retail segments. Drive sales of equities, mutual funds, insurance and third-party investment products. Deliver tailored financial advisory services aligned with clients risk-return objectives. Meet and exceed revenue/sales targets through cross?selling and retention strategies. Provide portfolio allocation planning and suggest alternate investment avenues (AIFs, structured products). Stay current on market trends, regulatory changes, product offerings, and competitive landscape. Build long-term relationships and offer high-touch client servicing across offline and digital channels. Ideal Candidate Profile: Strong track record in wealth or investment advisory roles, preferably working with affluent clients. Excellent sales and interpersonal skills with consultative relationship management approach. Deep understanding of equity markets, mutual funds, insurance and structured products. Familiarity with wealth management tech platforms; comfort collaborating with digital & ops teams. High standards of professionalism, discretion, and client confidentiality. Required Skills and Qualifications: Bachelor degree in finance, economics, business administration or a related field. 6 Months - 2 years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments. Understanding of financial markets, investment products, and wealth management principles. Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite. Excellent interpersonal skills and the ability to build trust and rapport with clients. Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset. Exceptional verbal and written communication skills in explaining complex financial concepts to clients. Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices. Drop cv at [HIDDEN TEXT] **Pune local candidates are highly preferred and Immediate joining is there. Show more Show less

The Stock Market Research Analyst role requires a detail-oriented individual to analyze financial markets, evaluate investment opportunities, and offer valuable recommendations. A successful candidate should possess a solid foundation in financial analysis, a profound comprehension of equity markets, and the capability to interpret economic trends effectively. The primary responsibilities of the position include conducting comprehensive equity research on stocks, industries, and macroeconomic trends. It is essential to have a thorough understanding of international markets such as ASX, TSX, NYSE, NASDAQ, among others. Additionally, analyzing financial statements like Profit & Loss, Balance Sheet, and Cash Flow to evaluate company performance is crucial. The ideal candidate should have extensive experience in equity research, specifically in tracking companies across various sectors and end-to-end production of sell-side research, including reports and models. Monitoring daily developments and failures in different companies, industrial technologies, financial firms, businesses, and economic theories is also a key aspect of the role. Proficiency in utilizing research tools and databases like DataStream, Reuters Bloomberg, and company reports is essential. Moreover, performing quality checks on deliverables, training new team members, and building the knowledge repository are part of the responsibilities. Effective written and verbal communication skills are mandatory as the position involves client-facing interactions and frequent engagement with industry experts. The candidate should possess technical competencies such as an MBA in Finance, CA (any level), or CFA certification, along with 4-7 years of experience in equity research. The working hours for this role are between 5 to 4.30 PM IST, with the venue located at JMD Megapolis, Gurugram, Sector - 48. This is a full-time job with benefits including Provident Fund. The work location is in person. In conclusion, the Stock Market Research Analyst position requires a candidate with a keen eye for detail, strong analytical skills, and a deep understanding of financial markets to excel in this role.,

As an Investment Portfolio Manager in the Wealth Management and Private Banking department, your role involves defining investment strategies and asset allocation based on market conditions. You will need to stay updated on Equity and Debt markets by analyzing investment reports and conceals. Your responsibilities will include developing and managing fund selection models, conducting product due diligence to understand qualitative aspects, and preparing investment proposals for clients for financial goal setting and planning. Asset allocation, portfolio construction, review, and rebalancing will be part of your routine. Additionally, you will collaborate with the Sales Team to support product penetration through product and research assistance. To excel in this role, you should possess knowledge of various asset classes such as Equity, Fixed Income, Structured Products, Real Estate, FX, Commodities, and International Markets. Familiarity with Wealth Management products like Mutual Funds, Portfolio Management Services, Alternative Investment Funds, and Listed Investments is essential. Understanding taxation implications for different investment products and proficiency in research and portfolio software like Morning Star, Invest well, Bloomberg is required. Your success will also be influenced by your strong analytical and interpretative skills, integrity, ability to establish trust, self-driven attitude, teamwork capabilities, networking skills, ability to work under time pressure, and adherence to deadlines. Proficiency in Excel and presentation skills is crucial from a technical perspective. The ideal candidate for this role should hold a graduate degree in any field and a postgraduate degree such as MBA or PGDM in Finance. A minimum of 5 to 10 years of experience in a relevant position is preferred.,

As a BOLT Operator at Stonesbridge Engineering Pvt. Ltd., located in Mumbai, you will be responsible for operating and maintaining bolt machines to ensure production efficiency. Your role will involve conducting quality checks, adhering to safety protocols, monitoring machine performance, and troubleshooting any issues that may arise. You will also be required to coordinate with the maintenance team for repairs and preventive maintenance. Additionally, optimizing production processes and maintaining accurate production records will be part of your responsibilities. In this full-time, on-site role, you will execute and monitor equity trades on the BSE, NSE, MCX, and other platforms as per internal guidelines. Accurate order punching, real-time monitoring of trades, compliance with exchange norms, and maintaining trading records will be crucial for smooth and error-free operations. You will collaborate with dealers and back-office teams to resolve discrepancies, ensure SEBI and exchange compliance guidelines are followed, and assist clients with basic trade-related queries. To qualify for this role, you should hold a degree in Commerce, Finance, or a related field. Additionally, having NISM Series VIII (Equity Derivatives) and Series VII (Securities Operations & Risk Management) certification is preferred. A minimum of 3 years of experience operating the BOLT trading platform or similar equity trading terminals, preferably with stock broking firms or financial institutions, is required. Your success in this role will be measured by key performance indicators such as order punching accuracy rate, zero compliance breaches, timely trade execution and reporting, client order turnaround time, and error-free daily trade and reconciliation reports. Strong understanding of equity markets and trading procedures, proficiency in using BOLT and other trading platforms, attention to detail, high level of accuracy under pressure, good communication and coordination skills, and basic knowledge of compliance and risk management in trading operations are essential skills and capabilities. If you are looking to work in a fast-paced trading environment, willing to work extended market hours when needed, and have familiarity with platforms like NSE NOW, ODIN, etc., then this role might be the right fit for you. The compensation for this position will be as per industry standards. For further inquiries or to apply for this position, please contact hr.stonesbridge@gmail.com.,

As a CA Intermediate with a strong passion for equity markets and investment research, you will be expected to possess a basic understanding of accounting, valuation techniques, and financial modeling. Proficiency in MS Excel and PowerPoint is essential, while exposure to databases/Bloomberg will be considered a plus. Your excellent written and verbal communication skills, along with being a self-starter with attention to detail and a willingness to learn, will be highly valued in this role. Your responsibilities will include supporting analysts in tracking companies across various sectors, conducting research, and collecting industry and company-specific data. You will assist in building and updating financial models, analyze company financial statements, and help prepare earnings reviews, investment notes, and sector updates. Additionally, you will track earnings calls, news flows, and analyst meets for coverage companies, contribute to idea generation, and leverage financial data platforms for quick access to company data.,

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve their investment goals. Revenue Generation : Drive substantial revenue generation through successful client engagement, advisory, and trading activities. Client Network Development : Proactively engage in client network development , expanding the client base through referrals, prospecting, and other strategic initiatives. Compliance & Adherence : Maintain a high level of compliance as per company norms and regulatory standards, ensuring all transactions and client interactions adhere to established guidelines. Skills Proven experience in providing financial advisory services and managing client portfolios . Strong track record in revenue generation . Expertise in client network development . Thorough understanding and commitment to compliance as per company norms and regulatory bodies. Certified NISM Series VIII . Excellent communication, interpersonal, and negotiation skills. Deep knowledge of equity markets and various investment products. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. Mandatory Certified NISM Series VIII . Proven experience in an Equity Dealer or RM Dealer role within the retail distribution sector.

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve their investment goals. Revenue Generation : Drive substantial revenue generation through successful client engagement, advisory, and trading activities. Client Network Development : Proactively engage in client network development , expanding the client base through referrals, prospecting, and other strategic initiatives. Compliance & Adherence : Maintain a high level of compliance as per company norms and regulatory standards, ensuring all transactions and client interactions adhere to established guidelines. Skills Proven experience in providing financial advisory services and managing client portfolios . Strong track record in revenue generation . Expertise in client network development . Thorough understanding and commitment to compliance as per company norms and regulatory bodies. Certified NISM Series VIII . Excellent communication, interpersonal, and negotiation skills. Deep knowledge of equity markets and various investment products. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. Mandatory Certified NISM Series VIII . Proven experience in an Equity Dealer or RM Dealer role within the retail distribution sector.

We are actively seeking a dynamic Equity Dealer / RM (Relationship Manager) Dealer to join our client's retail distribution team through Acme Services . This pivotal role involves providing comprehensive financial advisory services to clients and managing their portfolios . The ideal candidate will be responsible for significant revenue generation , proactive client network development , and ensuring strict compliance with all company norms. Certified NISM Series VIII is a mandatory requirement. Key Responsibilities Financial Advisory & Portfolio Management : As part of the retail distribution team, provide expert financial advisory services to clients and manage their portfolios to achieve their investment goals. Revenue Generation : Drive substantial revenue generation through successful client engagement, advisory, and trading activities. Client Network Development : Proactively engage in client network development , expanding the client base through referrals, prospecting, and other strategic initiatives. Compliance & Adherence : Maintain a high level of compliance as per company norms and regulatory standards, ensuring all transactions and client interactions adhere to established guidelines. Skills Proven experience in providing financial advisory services and managing client portfolios . Strong track record in revenue generation . Expertise in client network development . Thorough understanding and commitment to compliance as per company norms and regulatory bodies. Certified NISM Series VIII . Excellent communication, interpersonal, and negotiation skills. Deep knowledge of equity markets and various investment products. Qualifications Bachelor's degree in Finance, Business, Economics, or a related field. Mandatory Certified NISM Series VIII . Proven experience in an Equity Dealer or RM Dealer role within the retail distribution sector.

As the Equity Head, you will be responsible for overseeing equity trading, investment strategies, and portfolio management for the organization. Your role will involve leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. You will develop and implement the overall equity investment strategy, identify market trends, new investment opportunities, and risk management strategies. It will be crucial for you to ensure alignment with the organization's financial goals and objectives. In terms of portfolio and investment management, you will oversee equity trading and portfolio management for clients and the firm. Your responsibilities will include developing customized investment solutions based on market research and analysis, as well as ensuring optimal asset allocation and risk-adjusted returns. You will lead a team of analysts to conduct fundamental and technical research, keeping up to date with market trends, economic reports, and financial news. Your role will also involve providing investment recommendations based on in-depth market analysis. In terms of client and stakeholder management, you will work closely with HNIs, institutional clients, and key stakeholders to manage investments. Providing advisory services, performance updates, and investment insights will be key to ensuring high levels of client satisfaction and relationship management. Ensuring compliance with SEBI and other regulatory authorities will be essential. You will need to stay updated on market regulations, exchange rules, and company policies, as well as implement risk management and governance best practices. Building and mentoring a high-performing equity research and trading team will be part of your responsibilities. Conducting training sessions to enhance team knowledge and market expertise, as well as encouraging innovation and a data-driven investment approach, will be crucial for team leadership and development. Key Requirements: - Education: MBA (Finance) / CFA / CA or equivalent qualification. - Experience: 8-15 years of experience in equity markets, broking, or investment management. - Skills: - Strong knowledge of equity markets, investment strategies, and financial modelling. - Expertise in portfolio management, risk analysis, and asset allocation. - Strong leadership, decision-making, and client relationship skills. - Proficiency in Bloomberg, Reuters, and other market research tools.,

Responsibilities: Cross-Functional Coordination: Coordinate closely with Finance, Business, and other relevant teams to facilitate and prepare for monthly review meetings, ensuring all necessary data and insights are available. Internal Project Liaison: Act as a key liaison, coordinating and communicating effectively with internal stakeholders on various internal finance-related projects, driving their progress and successful completion. Reporting & Presentation: Prepare comprehensive review reports and compelling presentations for management and other stakeholders, distilling complex financial information into clear, actionable insights. Meeting Management & Action Tracking: Accurately draw up Minutes of Discussion (MoD) for review meetings and meticulously track all actionable items to ensure timely follow-up and completion. Peer Group Tracking & Analysis: Conduct in-depth analysis of peer group performance, including: Preparation of brief notes on earnings calls, capturing key takeaways. Reviewing Investor Relations (IR) presentations and analyst call transcripts to track key performance indicators (KPIs) of competitors. Industry Trend Analysis: Prepare monthly trend analysis reports for the Pharma Industry, leveraging databases such as IQVIA to provide strategic insights. Business Performance Tracking System: Develop and maintain robust Business Performance Tracking systems, including monthly MIS (Management Information System) and financial projections for 2-3 years. KPI Identification & Measurement: Identify and effectively measure key performance indicators (KPIs) and their underlying drivers to assess business health and performance. Efficiency Identification: Proactively identify areas within financial operations to generate efficiencies and suggest actionable improvements to optimize financial outcomes. Corporate Projects: Actively contribute to various corporate projects, which may include fund-raising initiatives and SAP implementation, leveraging financial expertise. Market Monitoring: Continuously monitor equity markets and key economic data to provide relevant financial context and insights. Financial Modeling & Valuation: Build intricate financial models to support valuation discussions for various business scenarios. Acquisition Target Analysis: Conduct thorough financial analysis of potential acquisition targets to support strategic decision-making. Additional Responsibilities (Post Listing): Strategic Research & Analysis: Provide comprehensive research and analytical support to identify, evaluate, and analyze critical strategic priorities for the company post-listing. Periodic Reporting & Presentations: Prepare periodic reports such as monthly & quarterly financial documents, presentations to the Board, investor presentations for conferences, and external communication materials (e.g., analyst/investor interaction reports) post-listing. Investor Relations: Nurture strong relationships with shareholders and financial analysts, facilitating transparent and effective communication between them and management. Investor Event Management: Manage and organize investor conferences, respond to investor queries, and coordinate conference calls and/or meetings with sell-side and buy-side analysts. Required Skills: Strong coordination skills for collaborating with Finance, Business, and other teams. Ability to prepare review reports and presentations effectively. Proficiency in drawing up Minutes of Discussion and tracking actionable items. Experience in peer group tracking, including analyzing earnings calls, IR presentations, and analyst call transcripts. Skills in preparing monthly industry trend analysis reports (e.g., Pharma Industry using IQVIA). Experience in developing and maintaining Business Performance Tracking systems (Monthly MIS & Projections). Ability to identify and measure key performance indicators and drivers. Proven capability to identify areas for financial efficiencies and suggest improvements. Experience in working on corporate projects (e.g., fund raising, SAP implementation). Ability to monitor equity markets and economic data. Strong skills in building financial models for valuation discussions. Proficiency in analyzing acquisition targets. Excellent communication (written and verbal), presentation, and interpersonal skills. Strong analytical and problem-solving abilities.

The role of Relationship Manager - Broking at Religare Broking Limited in Delhi, India involves maintaining client relationships, providing investment advice, executing trades, and ensuring customer satisfaction. As a Relationship Manager, you will be responsible for analyzing market trends, monitoring portfolios, and promoting financial products and services to clients. Strong communication and interpersonal skills are essential for this role, along with knowledge of Equity, Currency, and Commodity markets. Experience in client relationship management is required, and the ability to analyze market trends and portfolio performance is crucial. Possessing certifications such as NISM/CFA/CFP would be beneficial. A Bachelors degree in Finance, Economics, Business, or a related field is preferred for this full-time on-site position at Religare Broking Limited.,

Job Title: Portfolio Manager / Fund Manager Location: Hyderabad, India Experience: 7-15 Years Reporting To: Chief Investment Officer / Director - Asset Management Job Summary: We are looking for a highly skilled and performance-driven Portfolio Manager / Fund Manager with a deep understanding of mutual funds, equity markets (including Nifty), and trading strategies , coupled with experience working in software or tech-driven environments . The ideal candidate must hold an MBA in Finance and be locally based in Hyderabad . You will be responsible for managing investment portfolios, executing data-backed trading strategies, and contributing to the firms overall investment growth. Key Responsibilities: Manage and oversee investment portfolios comprising mutual funds, stocks, and index-based instruments like Nifty . Conduct detailed market analysis and stock selection based on technical and fundamental indicators . Monitor market trends, macroeconomic developments, and asset-class movements to inform portfolio decisions. Design and execute trading strategies with a focus on capital preservation, risk-adjusted returns, and client goals . Collaborate with tech teams to leverage fintech tools, trading platforms, or analytical software. Provide regular investment reports, portfolio performance reviews, and market updates to internal stakeholders and clients. Ensure compliance with SEBI and regulatory guidelines on investment operations. Contribute to the development of new financial products or investment models integrating technology. Required Qualifications & Skills: MBA in Finance from a recognized institution (mandatory). 5+ years of experience in portfolio/fund management, equity trading, or mutual fund analysis . Strong expertise in Indian equity markets, Nifty analysis, and trading strategies . Proven experience working in software companies , particularly in roles integrating finance with technology. Excellent knowledge of mutual fund structures, SIP/STP strategies, asset allocation models. Familiarity with trading platforms (e.g., Zerodha, Upstox, Bloomberg, TradingView, etc.). Proficient in Excel, financial modeling, and optionally Python/R for quantitative analysis. Strong interpersonal and communication skills for client and stakeholder interactions. Must be a resident of Hyderabad or willing to relocate locally. Preferred Certifications (Optional): NISM-Series-XV: Research Analyst / NISM-Series-XXI: Portfolio Management Services.

Job Description: Relationship Manager Wealth/ Business Company Overview: Moneyfrog is a Wealth Technology Firm, catering to the needs of HNI, Affluent & NRI clients in India & Abroad. Moneyfrog has designed and built an innovative & dynamic Wealth-Tech hybrid platform, to offer investment products & solutions, which maximizes returns and offer long lasting solutions. Moneyfrog has evolved out of the prevailing vacuum of managing investors financial well-being & risk. Existing Product-Push & Cross-Sell approach, followed by the Banks & the Financial Brokers, usually leads to wrong product pushed & compromised returns for the customers. Qualifications: Experience: Minimum of 1 year of relevant experience in handling client relationships and client acquisition within the finance/ investment industry. Education: Bachelors/ or masters degree in finance, investments, or a related field. Regulatory Certification: AMFI Mutual Fund Certification or CFP Certification is must. If not, same to be cleared within one month of joining. Key Responsibilities: Develop and manage innovative marketing strategies, to generate high-quality leads and acquire clients. Optimize lead flow processes to enhance conversion rates, facilitating smooth customer onboarding and successful client integration. Leverage acquired clients to build Assets under Management (AUM) and develop tailored financial products to meet their investment needs. Design and implement a robust referral program to expand client base and increase business growth. Skills Required: In-depth understanding of Mutual Funds and Equity Markets is essential for providing informed advice and solutions. Proven experience in managing and maintaining strong client relationships. Demonstrated ability to articulate complex financial concepts clearly and effectively to clients and stakeholders. Why Join Us Growth Opportunities: Be part of a forward-thinking company with ample opportunities for professional development and career advancement. Dynamic Environment: Work in a collaborative and supportive atmosphere where your contributions are valued. Competitive Compensation: Attractive salary package and performance-based incentives. If you are a motivated professional with a passion for finance and a proven track record in business development, we want to hear from you. Apply now and take your career to the next level with Moneyfrog Financial Services Pvt Ltd!,

Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge To keep updates on functional and industry knowledge Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence Strong level of knowledge in equity and related areas Result and Process Orientation Focused on creating measures of excellence Strategic Planning Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications(examples listed below) Key Skills (examples listed below) Graduation/Post-Graduation: Marketing/Finance Certifications: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required(examples listed below) Minimum experience in years 2 yr Wealth Management experience preferred, Insurance experience , retail relationship management profile Customers Branch Banking Team Operations Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel

Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge To keep updates on functional and industry knowledge Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence Strong level of knowledge in equity and related areas Result and Process Orientation Focused on creating measures of excellence Strategic Planning Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications(examples listed below) Key Skills (examples listed below) Graduation/Post-Graduation: Marketing/Finance Certifications: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required(examples listed below) Minimum experience in years 2 yr Wealth Management experience preferred, Insurance experience , retail relationship management profile Customers Branch Banking Team Operations Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel

Ensure that the Quality of Customer Interactions updated in CRM system is as per the desk requirement Ensuring Desk policy of Client Contact Management and Personal Meetings is adhered to and the same is updated in CRM within prescribed timelines Client Solutions and Product Mix Objective Benchmarked minimum levels of delivery on products around customer needs Customer feedback on the solutions provided by RM on the customer requirements Functional/Industry Knowledge To keep updates on functional and industry knowledge Developing people & relationships Sets positive example, guides staff members through new tasks, builds rapport with others Research excellence Strong level of knowledge in equity and related areas Result and Process Orientation Focused on creating measures of excellence Strategic Planning Sets clear achievable goals in line with broader objectives of desk and monitors plans as against current progress Educational Qualifications(examples listed below) Key Skills (examples listed below) Graduation/Post-Graduation: Marketing/Finance Certifications: AMFI Certification NCFM Certification (Optional) CAIIB IRDA Sales and Influencing Skills Banking Product & Process Knowledge Relationship Management and Negotiation Skills Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry Experience Required(examples listed below) Minimum experience in years 2 yr Wealth Management experience preferred, Insurance experience , retail relationship management profile Customers Branch Banking Team Operations Product Team Treasury HLIC Insurance CAM MF Fund houses personnel HSL personnel