Finnovate

Equity Relationship Manager

Posted 2 Days Ago

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Mumbai, Maharashtra, IND

In-Office

Senior level

Fintech • Software • Financial Services

The Role

Manage high-net-worth and retail client relationships, provide equity and derivatives advice, review and optimize portfolios, deliver market insights, acquire clients, and achieve revenue targets. Ensure SEBI compliance while conducting portfolio reviews and recommending rebalancing strategies. Lead, mentor, and monitor junior relationship managers, supporting strong client service, compliance, and team performance.

Summary Generated by Built In

Job Role: The Equity Relationship Manager will be responsible for managing relationships with high-net-worth individuals (HNIs) and retail clients, advising them on equity investments, and ensuring their portfolios are aligned with their financial goals. The role involves client acquisition, portfolio management, and providing market insights to drive revenue growth and client satisfaction.

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

Key Responsibilities:

• Build and maintain strong relationships with clients, including HNIs and retail investors.

• Understand clients’ financial needs and provide research-backed equity and derivatives advisory.

• Regularly review and optimize client portfolios to maximize returns and manage risks.

• Identify new business opportunities and work towards achieving sales and revenue targets.

• Stay updated on market trends, company reports, and economic developments.

• Ensure all transactions comply with SEBI guidelines and internal policies.

• Conduct periodic portfolio reviews with clients to ensure alignment with their financial goals.

• Recommend re-balancing strategies to manage risks and improve portfolio performance.

• Engage clients through regular updates, market insights, and educational sessions to build trust and loyalty.

• Provide investment recommendations and market insights based on global developments, including US markets, to help clients make informed decisions.

• Lead, mentor, and guide a team of junior relationship managers or advisors to achieve collective business goals.

• Monitor team performance, provide coaching, and foster a collaborative and high-performing work culture.

• Ensure the team adheres to compliance standards, client servicing guidelines, and company policies.

Qualification & Skills:

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

• NISM certifications (Research Analyst & Research Derivatives) (XA-XB) – Mandatory.

• 5–7 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 & Portfolio management exp of 45

• Demonstrated stakeholder management skills esp of HN worth clientele.

Skills Required

Graduate or postgraduate degree in Finance, Economics, Business, or a related field
NISM Research Analyst and Research Derivatives certifications XA-XB
5-7 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 and portfolio management experience
Stakeholder management experience, particularly with high-net-worth clientele

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The Company

Mumbai, Maharashtra

89 Employees

Year Founded: 2007

What We Do

At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly. Our comprehensive financial planning platform is designed to add purpose and structure to your financial life, ensuring you reach your financial goals with confidence. To date, we have helped over 3000 professionals and their families reach their financial goals through our FinnFit™ Financial Planning Process. Our process is available through our team of FinnFit expert and a transparent, user-friendly technology platform, ensuring accessibility and convenience for all our clients. Our commitment to excellence has earned us the trust of marquee professionals, who not only opted our services but have also chosen to invest in our business. This endorsement speaks volumes about the quality and reliability of Finnovate. Join us at Finnovate and experience the 'professional class' service that has transformed the financial lives of thousands. Let us help you achieve your financial goals with discipline and confidence.