Equity Relationship Manager

1. Client Relationship Management

· Build, nurture, and maintain long-term relationships with clients.

· Understand clients’ financial needs, risk profiles, and investment objectives to provide customized equity solutions.

2. Advisory & Portfolio Management

· Provide clients with research-backed investment advice in equities, derivatives, and other market-linked products.

· Regularly review client portfolios and recommend rebalancing strategies to maximize returns and manage risks.

· Stay updated with market trends, company reports, and global economic indicators to provide timely advice.

3. Client Acquisition & Business Development

· Identify and acquire new clients through referrals, networking, and leads.

· Work towards achieving sales and revenue targets for equity products and services.

· Conduct client meetings, presentations, and investment awareness sessions.

4. Compliance & Risk Management

· Ensure all client transactions and advisory activities comply with SEBI guidelines and internal policies.

· Maintain accurate documentation and records of client interactions and investment recommendations.

· Monitor and mitigate potential risks associated with client portfolios

· Graduate/Postgraduate in Finance, Economics, Business, or related field.

· NISM certifications (Equity Derivatives, Research Analyst) – Mandatory.

· 4–7 years of experience in equity dealing, wealth management, or relationship management.

· Strong knowledge of equity markets and investment products.

· Excellent communication, client-handling, and analytical skills.

· Research exp of 5 years

· Demonstrated stakeholder management skills esp of HN worth clientele.

Portfolio management exp of atleast 5 years