Equity Relationship Manager

Dear All, We are pleased to announce an excellent opportunity for the position of Equity Relationship Manager (Equity RM) with a reputed financial services firm in Banjara Hills, Hyderabad. This role is ideal for candidates passionate about the stock market, wealth management, and advisory-based client relationships. Job Title: Equity Relationship Manager Department: Accounting & Finance Location: Banjara Hills, Hyderabad Employment Type: Full-Time Experience Required: 1–5 Years Salary Range: • ₹25,000 to ₹41,600 per month (based on experience & performance) Industry: Finance / Investment / Broking / Banking Role Overview As an Equity RM, you will play a key role in driving equity broking revenues, managing client portfolios, and delivering advisory-led investment solutions. The role includes growing AUM, expanding client relationships, and enabling trading for both retail and HNI clients. Key Responsibilities Direct Responsibilities • Handle equity sales with special focus on HNI clients • Generate revenue through equity, commodities, and investment products • Build Net Interest Income through Margin Trade Funding (MTF) • Acquire new clients and increase revenues from new accounts • Activate trading accounts and assist new investors in understanding market dynamics • Place orders for clients and support them in online trade execution • Provide daily trade confirmations and market updates • Profiling clients and suggesting suitable equity products based on risk appetite • Drive asset gathering through Advisory products, IPOs, ETFs and more Contributing Responsibilities • Achieve branch-level targets on broking revenue, AUM, and client acquisition • Maintain high client service standards and relationship quality • Conduct a minimum of one client meeting per day • Support continuous enhancement of client engagement Technical & Behavioural Competencies • Excellent written and verbal communication skills • Fluency in local language preferred • Strong interpersonal and relationship-building skills • Self-motivated, process-oriented, and target-driven • Good team player with the ability to adapt and learn quickly Qualifications • Graduate or Postgraduate in any stream (Finance preferred) • Knowledge of capital markets is essential • Mandatory Certifications: o NISM Series VIII – Equity Derivatives o NISM – Commodity If you are enthusiastic about financial markets and aspire to build a rewarding career in equity advisory and client management, this opportunity could be an excellent fit.

Job Type: Full-time

Pay: ₹20,000.00 - ₹30,000.00 per month

Work Location: In person