Equity Relationship Manager

Job Summary

Responsible for managing HNI clients, providing equity advisory and dealing services. Drive business growth through relationship management, client acquisition and cross selling. Understand client needs and deliver suitable investment solutions.

Key Responsibilities

• To be responsible for HNI client acquisition, equity advisory and dealing.
• To achieve Business Objectives of sales numbers, revenue and product mix.
• To improve business generation from new and existing clients.
• To cement existing relationships, develop new ones; strong service
• attitude.
• To identify the customer requirement and need gaps and work towards
• bridging the same.

Qualification

MBA/ Graduate

Experience

Relevant experience of 6 months – 8 years

Skills:

• Should be able to acquire, advise and handle relationships of top end clients.
• Should be proficient in equity and derivatives products and have understanding of equities markets.
• Should be certified in Equity and Derivative Segment
• Should have NISM –5A, 7, 8 16, (15 or 25A) certificates (Mandatory)