Relationship Manager/ Executive – Equity Portfolios & Trading

Company: Growth Investing
Location: Sector 46, Gurgaon (Work from Office + Work From Home)

Job Type: Full-Time

Salary: ₹3.00 – 6.00 Lacs per Annum +Incentives + Performance Bonuses

About us:

GrowthInvesting.in is a data-driven equity research and Model Portfolio platform focused on building smart, growth-oriented portfolios. We empower investors with research, insights, and AI-powered tools. We're looking for a dynamic digital marketer to scale our digital presence and growth engine. It's a SEBI-registered equity research and portfolio strategy firm, Specialize in building high-conviction equity portfolios and derivative trading plans using in-depth analysis of listed and unlisted companies. Our core strength lies in combining fundamental, technical, and future earnings research to deliver growth-oriented investment ideas.

Founded by Narender Singh, a SEBI-registered Research Analyst, GrowthInvesting.in helps investors navigate markets with knowledge, clarity, and confidence.

Role Overview

As a Relationship Manager / Sales Executive, your primary responsibility will be to drive sales and client acquisition. You will engage with potential investors, understand their needs, and guide them toward suitable equity portfolios or trading solutions.

This role is ideal for someone who understands the stock market, has experience in financial product sales, and is excited to help clients grow their wealth through structured investing.

Key Responsibilities

Lead Generation: Identify and qualify leads through outbound calls, emails, and digital channels

Client Engagement: Educate potential investors on stock market investing and our offerings

Portfolio & Trading Advisory: Match clients with:

• Custom Equity Portfolios
• Index Derivatives (Options & Futures)
• Equity Derivatives & Commodity Strategies

Sales Execution: Pitch and close investment solutions including:

• Portfolio Management Services (PMS)
• Mutual Funds
• Alternative Investment Funds (AIFs)
• Venture Capital Opportunities

Target Achievement: Meet client onboarding and revenue goals

CRM & Follow-ups: Maintain records, nurture leads, and build strong client relationships

What We’re Looking For

Education:

• Bachelors Degree Must (B.Com - Preferred)
• NISM Certification (Preferred – e.g., Series VIII, XA)

Experience:

• Minimum 2 years in sales of Equity, Equity portfolios, PMS, AIF, mutual funds, or VC products
• Minimum 2 years of exposure to equity + derivatives markets
• Trading experience is a strong plus

Skills:

• Strong understanding of equity market basics and derivative strategies
• Excellent communication & consultative selling ability
• Target-driven, organized, and self-motivated
• Prior experience with CRM or sales tracking tools is preferred

Perks & Benefits

• Learn directly from a SEBI-registered Research Analyst
• Be part of a growing fintech research & advisory startup
• Transparent incentive + bonus structure
• Exposure to real-world equity & derivative strategies
• Clear growth path into wealth advisory or portfolio strategy

Job Types: Full-time, Permanent

Pay: ₹300,000.00 - ₹600,000.00 per year

Benefits:

• Flexible schedule
• Internet reimbursement
• Work from home

Schedule:

• Day shift

Supplemental Pay:

• Performance bonus
• Yearly bonus

Education:

• Bachelor's (Required)

Experience:

• Equity & Derivative : 2 years (Required)

Language:

• English/Hindi + 1 Regional Language (Required)

License/Certification:

• NSIM XIV (Required)

Work Location: In person

Speak with the employer
+91 9810500199Application Deadline: 11/08/2025Expected Start Date: 11/08/2025