Equity Relationship Manager

Finnovate; Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Finnovate in Mumbai is seeking an Equity Relationship Manager to oversee relationships with HNIs and retail clients, advising on equity investments and aligning portfolios with financial goals.

You will lead client acquisition, portfolio management, and provide market insights to drive revenue growth and client satisfaction, while ensuring SEBI compliance and guiding junior team members.

Qualifications

• 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.

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 maximizereturns and manage risks.
• Identify new business opportunities and work towards achievingsales and revenue targets.
• Stay updated on market trends, company reports, and economicdevelopments.
• Ensure all transactions comply with SEBI guidelines and internalpolicies.
• Conduct periodic portfolio reviews with clients to ensure alignmentwith their financial goals.
• Recommend re-balancing strategies to manage risks and improveportfolio performance.
• Engage clients through regular updates, market insights, andeducational sessions to build trust and loyalty.
• Provide investment recommendations and market insights based onglobal developments, including US markets, to help clients makeinformed decisions.
• Lead, mentor, and guide a team of junior relationship managers oradvisors to achieve collective business goals.
• Monitor team performance, provide coaching, and foster acollaborative and high-performing work culture.
• Ensure the team adheres to compliance standards, client servicingguidelines, and company policies.

Skills

Equity markets knowledge

Investment products

Communication skills

Client handling

Analytical skills

Research & portfolio management

Stakeholder management

Education

Graduate/Postgraduate in Finance, Economics, Business

Job description

Job Role:

The Equity Relationship Manager will be responsible for managingrelationships with high-net-worth individuals (HNIs) and retail clients,advising them on equity investments, and ensuring their portfolios arealigned with their financial goals. The role involves client acquisition,portfolio management, and providing market insights to drive revenuegrowth and client satisfaction.

About Finnovate:

Finnovate is a holistic financial planning and wealth advisory platform.We are passionate about transforming the way Indians get personalfinance advice. Our team is dedicated to providing comprehensivefinancial solutions that cater to the unique needs of our clients.

Key Responsibilities:

• Build and maintain strong relationships with clients, includingHNIs and retail investors.
• Understand clients’ financial needs and provide research-backedequity and derivatives advisory.
• Regularly review and optimize client portfolios to maximizereturns and manage risks.
• Identify new business opportunities and work towards achievingsales and revenue targets.
• Stay updated on market trends, company reports, and economicdevelopments.
• Ensure all transactions comply with SEBI guidelines and internalpolicies.
• Conduct periodic portfolio reviews with clients to ensure alignmentwith their financial goals.
• Recommend re-balancing strategies to manage risks and improveportfolio performance.
• Engage clients through regular updates, market insights, andeducational sessions to build trust and loyalty.
• Provide investment recommendations and market insights based onglobal developments, including US markets, to help clients makeinformed decisions.
• Lead, mentor, and guide a team of junior relationship managers oradvisors to achieve collective business goals.
• Monitor team performance, provide coaching, and foster acollaborative and high-performing work culture.
• Ensure the team adheres to compliance standards, client servicingguidelines, and company policies.

Qualification & Skills:

• Graduate/Postgraduate in Finance, Economics, Business, or relatedfield.
• NISM certifications (Research Analyst & Research Derivatives)(XA-XB) – Mandatory.
• 5–7 years of experience in equity dealing, wealth management, orrelationship 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 worthclientele.