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 solid 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.