Equity Relationship Manager

JobTitle

EquityRelationshipManager

Job Role

• The Equity Relationship Manager will be responsible
• for managing relationshipswithhigh-net-worthindividuals(HNIs)andretailclients, advising them on equity
• investments, and ensuring their portfolios are aligned with their financial
• goals. The role involves client acquisition, portfoliomanagement,andprovidingmarketinsightstodrive revenue
• growthandclient satisfaction.

ReportingTo

HeadofDepartment/CEO

About Finnovate

Finnovate

• is a holistic financial planning and wealth advisory platform. We are
• passionate about transforming the way Indians get personal finance advice.
• Our team is dedicated to providing comprehensive financial solutions that
• cater to the unique needs of our clients.

Location

Mumbai-Andheri

EmploymentType

Fulltime

KeyResponsibilities

·Buildandmaintainstrongrelationshipswithclients,including HNIs and retail investors.

·Understandclients’financialneedsandprovideresearch-backed

• equity and derivatives advisory.
• ·Regularlyreviewandoptimizeclientportfoliostomaximize returns and manage risks.
• ·Identifynewbusinessopportunitiesandworktowardsachieving sales and revenue targets.
• ·Stayupdatedonmarkettrends,companyreports,andeconomic developments.
• ·EnsurealltransactionscomplywithSEBIguidelinesandinternal policies.
• ·Conductperiodicportfolioreviewswithclientstoensurealignment with their financial goals.
• ·Recommendre-balancingstrategiestomanagerisksandimprove portfolio performance.
• ·Engageclientsthroughregularupdates,marketinsights,and educational sessions to build trust
• and loyalty.
• ·Provideinvestmentrecommendationsandmarketinsightsbasedon global developments, including US
• markets, to help clients make informed decisions.

·Lead,mentor,andguideateamofjuniorrelationshipmanagersor

advisors to achieve collective business goals.

·Monitorteamperformance,providecoaching,andfostera collaborative and high-performing work culture.

·Ensuretheteamadherestocompliancestandards,clientservicing

guidelines, and company policies.

Qualification&Skills

·Graduate/PostgraduateinFinance,Economics,Business,orrelated field.

·NISMcertifications(ResearchAnalyst&ResearchDerivatives)

• (XA-XB) – Mandatory.
• ·5–7yearsofexperienceinequitydealing,wealthmanagement,or relationship management.
• ·Strongknowledgeofequitymarketsandinvestmentproducts.
• ·Excellentcommunication,client-handling,andanalytical skills.

·Research&Portfoliomanagementexpof45

·DemonstratedstakeholdermanagementskillsespofHNworth clientele.