Equity Relationship Manager

Veerwal Getwork Services

Faridabad District

In loco

INR 600.000 - 1.200.000

Tempo pieno

8 giorni fa

Generatore di candidature

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Descrizione del lavoro

Veerwal Getwork Services is seeking a seasoned wealth management professional to acquire and deepen relationships with affluent/HNI clients in Faridabad district, India. You will handle equity dealing, execute buy/sell orders, and advise on markets, opportunities and strategies.

The role involves cross-selling wealth products, generating AUM and revenue, and conducting portfolio reviews while ensuring compliant, risk-aware client service.

Competenze

Experience acquiring and managing affluent/HNI clients.
Experience executing buy/sell orders and client trade requirements.
Knowledge of equity markets and wealth products.

Mansioni

Acquire, manage and deepen relationships with Affluent/HNI clients.
Handle equity dealing, including execution of buy/sell orders and client trade requirements.
Advise clients on equity markets, investment opportunities and suitable strategies.
Sell and cross-sell Mutual Funds, PMS, AIF, Bonds, NCDs, Insurance, FD and other wealth products.
Generate AUM, revenue and brokerage through existing and new client relationships.
Conduct portfolio reviews and identify investment/product opportunities.
Increase client wallet share through effective cross-selling and relationship management.
Ensure accurate execution of transactions and adherence to compliance and risk guidelines.

Conoscenze

Equity trading

Client relationships

Investment advice

Cross-selling

Portfolio reviews

Compliance

Descrizione del lavoro

Key Responsibilities:

Acquire, manage and deepen relationships with Affluent/HNI clients.
Handle equity dealing, including execution of buy/sell orders and client trade requirements.
Advise clients on equity markets, investment opportunities and suitable strategies.
Sell and cross-sell Mutual Funds, PMS, AIF, Bonds, NCDs, Insurance, FD and other wealth products.
Generate AUM, revenue and brokerage through existing and new client relationships.
Conduct portfolio reviews and identify investment/product opportunities.
Increase client wallet share through effective cross-selling and relationship management.
Ensure accurate execution of transactions and adherence to compliance and risk guidelines.