Equity Relationship Manager
Functional Area
Equity Relationship Group
Experience
2-10 years
Openings
3
Location
Chandigarh
Date of Posting
16/10/26
Closing Date
15/11/26
Key Requirement
2–10 years of relevant experience in Equity and derivative products, HNI Clients Acquisition & Relationship Management
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.
Job Role and Responsibilities
Key Responsibilities
- To be responsible for HNI equity advisory, client acquistion 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)
