Job Title:
Equity Relationship Manager
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.
Reporting To:
Head of Department /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
Employment Type:
Full time
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 certification
- NISM Research Derivatives certification 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, especially with high-net-worth clientele
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.
