Equity Manager

MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED; Mumbai; On-site; INR 1,000,000 - 2,000,000; Full time

Job summary

A financial services firm based in Maharashtra seeks a Desk Head – Equity to lead a team of Equity Relationship Managers. This role involves acquiring high-value HNI and Corporate clients, monitoring team performance, and providing coaching to enhance productivity. Candidates should possess 8 to 15 years of experience in handling Equity HNI relationships, demonstrate strong leadership capabilities, and have a deep understanding of equity markets. This full-time position offers an opportunity to develop tailored investment solutions and manage key client relationships.

Qualifications

• Minimum 8 to 15 years in handling Equity HNI relationship or Trader clients.
• Strong leadership capabilities and a deep understanding of equity markets.
• Ability to manage and grow a high-value HNI and Corporate client base.

Responsibilities

• Lead, guide, and motivate a team of Equity Relationship Managers.
• Monitor team performance and ensure business targets are met.
• Provide coaching and support to enhance team productivity.
• Acquire high-value HNI and Corporate clients.
• Generate revenue from clients through advisory and execution-based services.
• Manage relationships with HNI and Trader clients.

Skills

Leadership

Equity market knowledge

Client management

Job description

Job Overview

Company: MONEYLICIOUS INVESTMENTS AND CONSULTING SERVICES PRIVATE LIMITED

Title: Desk Head – Equity

Locations: Mumbai, Pune, Ahmedabad, Nagpur

Key Responsibilities

• Lead, guide, and motivate a team of Equity Relationship Managers.
• Monitor team performance and ensure achievement of business targets.
• Provide coaching, product guidance, and support to enhance team productivity.
• Acquire high‑value HNI and Corporate clients in the Equity domain.
• Generate revenue from new and existing clients through advisory and execution‑based services.
• Manage and retain relationships with HNI and Trader clients.
• Enhance advisory engagement through proactive communication and consistent service delivery.
• Strengthen client trust and increase wallet share through tailored investment solutions.
• Execute cross‑selling initiatives in line with organizational priorities.
• Promote appropriate financial products and services based on client needs and market opportunities.
• Stay updated on financial markets, equity trends, and advisory products.
• Provide informed recommendations supported by market insights and research.

Qualifications and Experience

• Minimum 8 to 15 years in handling Equity HNI relationship or Trader clients from Stock Broking companies.
• Strong leadership capabilities and a deep understanding of equity markets.
• Ability to manage and grow a high‑value HNI and Corporate client base.

Senior-level Information

Seniority level: Mid‑Senior level

Employment type: Full‑time

Job function: Management